DBA: EXCELSIOR
| Total AUM | $18.2M |
| Discretionary | $18.2M100% of AUM |
| Client Accounts | 62 |
| Avg Account Size | $294K |
| Employees | 1 |
| Peak AUM | $18.4MDec 2024 |
Total AUM
$18M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $18M | +20.0% | +17.7% | — | |
| Discretionary AUM | $18M | ||||
| Total AUM | $18.2M |
| Discretionary | $18.2M |
| Employees | 1 |
| Client Accounts | 62 |
| Client Range | 10-Jan |
Address
200 BROADHOLLOW ROAD
MELVILLE NY 11747
Phone
516-765-7400
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$18M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
No related registrations reported
| +22.4% |
| +18.9% |
| — |
| Total Accounts | 62 | +5.1% | +29.4% | — |
| Avg Account Size | $293,702.387 | +14.2% | 9.0% | — |
| Employees | 1 | 75.0% | 36.2% | 27.9% |
| AUM / Employee | $18M | +380.1% | +84.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $18M | +41.4% | +33.9% | — | |
Client Count Segments | |||||
| Individuals | 8 | +33.3% | — | — | |