INTELLIGENT FINANCIAL STRATEGIES, LLC
Doing business as EXCELSIOR INVESTORS. SEC Form ADV profile.
Total regulatory AUM
$241,994,381
Discretionary
$241,994,381
Non-discretionary
$0
Firm details
- CRD number
- 108048
- SEC file number
- 801-57626
- Main office
- EXCELSIOR, MN, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.