RIA Intel›Advisers›New York›EXCELSIOR INVESTMENT ADVISORS, LLC

EXCELSIOR INVESTMENT ADVISORS, LLC

Advisory

N·MELVILLE, NY

Data as of Feb 28, 2025 · Source: SEC Form ADV

Total AUM
$18M
1-Year AUM Growth
+20.0%
3-Year CAGR
+18.2%
Employees
1
Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingDec 3, 2020
Latest FilingFeb 28, 2025
🔒 Full AUM trend chart and 23 historical filings spanning 5+ years
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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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