Excelsior Capital Management的封面图片
Excelsior Capital Management

Excelsior Capital Management

金融服务

Houston,Texas 463 位关注者

Authentic wealth solutions for unique financial circumstances

关于我们

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.”

网站
www.excelwealth.com
所属行业
金融服务
规模
2-10 人
总部
Houston,Texas
类型
私人持股
领域
Wealth Management、Asset Allocation、Retirement Planning、Multigenerational Planning、Education Financing和Alternative Lending

地点

Excelsior Capital Management员工

动态

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