Falists
← Back to search

EXCOMP ASSET MANAGEMENT LTD

CRD 110434 · SEC 801-43057

Visit website

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

TypeClientsAUM
Individuals101$50.0M
High net worth individuals36$76.4M
Pension/profit sharing plans9$13.8M

States served

NJ, NY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD