INCEPTION CAPITAL MANAGEMENT, LLC
Legal name: EXCELCIA FINANCIAL GROUP, LTD.
CRD #154278 SEC #801-71617 SAN JOSE, CA 408-261-3300
SEC Registered
Total AUM
$28.9M
Discretionary
$28.9M
Employees
5
Clients
0
Accounts
281
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2011 | $54M | $44M | $10M | 5 | -- |
| Feb 2011 | $28.9M | $28.9M | $0 | 5 | -- |
| Jan 2011 | $28.9M | $28.9M | $0 | 5 | -- |
| Jan 2011 | $28.9M | $28.9M | $0 | 5 | -- |
| Oct 2010 | $28.9M | $28.9M | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2011
Total AUM$54M
Discretionary$44M
Non-Disc.$10M
Employees5
Clients--
DateFeb 2011
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--