EXCEL FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$404,464,714
Discretionary
$348,390,973
Non-discretionary
$56,073,741
Firm details
- CRD number
- 145301
- SEC file number
- 801-107211
- Main office
- RED WING, MN, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTP://WWW.EXCELFINLLC.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.