INTELLIGENT FINANCIAL STRATEGIES, LLC
Legal name: EXCELSIOR INVESTORS
CRD #108048 SEC #801-57626 EXCELSIOR, MN 952-941-2795
SEC Registered
Total AUM
$219.2M
Discretionary
$219.2M
Employees
2
Clients
51
Accounts
308
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOOD, JASON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOOD, JASON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOOD, JASON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARRITY, CHARLES, EDWARD | I | CHIEF MANAGER | E | Control |
| GARRITY, CHARLES, EDWARD | I | CHIEF MANAGER | E | Control |
| GARRITY, CHARLES, EDWARD | I | CHIEF MANAGER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARRITY, CHARLES, EDWARD | I | PARTNER | D | Control |
| GARRITY, CHARLES, EDWARD | I | PARTNER | D | Control |
| GARRITY, CHARLES, EDWARD | I | PARTNER | D | Control |
| GARRITY, CHARLES, EDWARD | I | PARTNER | D | Control |
| GARRITY, CHARLES, EDWARD | I | PARTNER | D | Control |
| GARRITY, CHARLES, EDWARD | I | PARTNER | D | Control |
| GARRITY, CHARLES, EDWARD | I | PARTNER | D | Control |
| GOOD, JASON, PATRICK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PITZL, JOSEPH, DANIEL | I | PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| PITZL, JOSEPH, DANIEL | I | PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| PITZL, JOSEPH, DANIEL | I | PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING | D | Control |
| DANIELSON, MARK, JAMES | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| DANIELSON, MARK, JAMES | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| DANIELSON, MARK, JAMES | I | PARTNER | C | Control |
| DANIELSON, MARK, JAMES | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| DANIELSON, MARK, JAMES | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| DANIELSON, MARK, JAMES | I | PARTNER | C | Control |
| DANIELSON, MARK, JAMES | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Feb 4, 2025 REGISTERED
Notice Filings (3)
FL MN TX
Address
34 WATER STREET, SUITE 8EXCELSIOR, MN 55331
United States
Phone: 952-941-2795