Excelsior Capital Management is a private wealth management firm that was established to deliver an unparalleled wealth management experience. We are built upon a culture of excellence and devoted to providing our clients with the resources needed for the enhancement of their financial and social capital, and the optimization and preservation of their wealth.
“Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Excelsior Capital Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.”
Company Details
- Employees
- 2
- Address
- 2000 West Loop S, Houston,texas 77027,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.excelwealth.com
- Keywords
- Wealth Management, Asset Allocation, Retirement Planning, Multigenerational Planning, Education Financing, Alternative Lending.
- HQ
- Houston, Texas
Excelsior Capital Management Questions
Excelsior Capital Management's website is http://www.excelwealth.com
Excelsior Capital Management's LinkedIn profile is https://www.linkedin.com/company/excelsior-capital-management
Excelsior Capital Management has
2 employees.
View email and phone details for 2
employees at Excelsior Capital Management.
Excelsior Capital Management's industry is
Financial Services
Excelsior Capital Management's top competitors are
Council Ring Capital,
Mariner,
Madison Professional Group,
Voss Capital,
Newport Global Advisors, Lp,
Sigma Funding,
Cowbird Capital Lp,
Varsity Hype,
Pleasant Creek Investments,
Waterway Wealth Management.
Excelsior Capital Management's categories are Financial Services
