RIA Intel›Advisers›Connecticut›EXCALIBUR ADVISORS, L.L.C.

EXCALIBUR ADVISORS, L.L.C.

Advisory

OLD GREENWICH, CT

Data as of Apr 15, 2004 · Source: SEC Form ADV

Total AUM
$313M
1-Year AUM Growth
+11.0%
3-Year CAGR
+0.5%
Employees
0
Assets Under Management
Total AUM$313M
Discretionary AUM$313M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingMar 7, 2001
Latest FilingApr 15, 2004
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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