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EXCELSIOR INVESTORS

INTELLIGENT FINANCIAL STRATEGIES, LLC

CRD 108048 · SEC 801-57626

Visit website

34 WATER STREET, SUITE 8, EXCELSIOR, MN, 55331, United States

Phone

952-941-2795

Fax

952-513-2048

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$242.0M

Discretionary AUM

$242.0M

Team

2 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals33$18.1M
High net worth individuals72$221.0M

States served

MN, FL

All web addresses on file

Official SEC filing: View on IAPD