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EXCOMP ASSET MANAGEMENT LTD
CRD 110434 · SEC 801-43057
425 BROADHOLLOW RD, SUITE 318, MELVILLE, NY, 11747, United States
Phone
(631)465-9670
Fax
(631)465-9671
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.2M
Discretionary AUM
$140.2M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $50.0M |
| High net worth individuals | 36 | $76.4M |
| Pension/profit sharing plans | 9 | $13.8M |
States served
NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD