← Back to searchVisit website
EXCELSIOR
EXCELSIOR INVESTMENT ADVISORS, LLC
CRD 311850 · SEC 801-120085
200 BROADHOLLOW ROAD, SUITE 207, MELVILLE, NY, 11747, United States
Phone
516-765-7400
Fax
516-765-7410
Registration
— (—)
Source
State registered
Total AUM
$23.9M
Discretionary AUM
$23.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.4M |
| High net worth individuals | 8 | $20.4M |
All web addresses on file
Official SEC filing: View on IAPD