RIA Intelligence

EXCEL FINANCIAL, LLC

CRD #145301 SEC #801-107211 RED WING, MN (651) 388-6441
SEC Registered
Total AUM
$333.5M
Discretionary
$326.1M
Employees
6
Clients
251
Accounts
1,093

No fee data available. Fee information is extracted from Part 2 brochures.