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EXCEED ADVISORY LLC
CRD 170403 · SEC 801-79958
79 MADISON AVE., 3RD FLOOR, NEW YORK, NY, 10016, United States
Phone
646-580-7046
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.2M
Discretionary AUM
$119.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $27.2M |
| High net worth individuals | 30 | $71.3M |
| Investment companies | 1 | $18.9M |
States served
ID, NY, WI
All web addresses on file
Official SEC filing: View on IAPD