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EXCALIBUR MANAGEMENT CORP

CRD 110836 · SEC 801-39935

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BAY COLONY CORPORATE CENTER, 950 WINTER STREET NORTH, SUITE 4100, WALTHAM, MA, 02451, United States

Phone

(617) 916-9669

Fax

(617) 916-9554

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$712.1M

Discretionary AUM

$707.3M

Team

12 total employees; 7 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals176$105.6M
High net worth individuals131$553.1M

States served

VT, AZ, CA, IL, LA, ME, MA, NJ, NY, NC, OH, RI, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD