Financial advisers in Excelsior, MN
5 registered investment adviser firms in Excelsior managing $4.9B in assets, based on public SEC Form ADV filings.
Locorr Fund Management, LLC
Excelsior, MN · Est. 2011
Regional
- AUM
- $2.5B
- Per adviser
- $361M
- Advisers
- 7
No reported disclosures
Excelsior Renewable Energy Management Company LP
Excelsior, MN · Est. 2021
LocalInternational
- AUM
- $1.5B
- Per adviser
- $125M
- Advisers
- 12
No reported disclosures
Modus Advisors, LLC
Excelsior, MN · Est. 2018
Local
- AUM
- $601M
- Per adviser
- $120M
- Advisers
- 5
No reported disclosures
Excelsior Investors
Excelsior, MN · Est. 2000
Local
- AUM
- $242M
- Per adviser
- $242M
- Advisers
- 1
No reported disclosures
Steben & Company, LLC
Excelsior, MN · Est. 2005
Local
- AUM
- $69M
- Per adviser
- $10M
- Advisers
- 7
No reported disclosures