EXCOMP ASSET MANAGEMENT LTD
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $140.2M |
| Discretionary | $140.2M100% of AUM |
| Client Accounts | 146 |
| Avg Account Size | $960K |
| Employees | 5 |
| Peak AUM | $142.4MJun 2021 |
| AUM CAGR | +3.1% /yrover 25 yrs · 41 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $140M | +5.3% | +2.6% | 0.3% | |
| Discretionary AUM | $140M | ||||
Key Metrics
| Total AUM | $140.2M |
| Discretionary | $140.2M |
| Employees | 5 |
| Client Accounts | 146 |
| Client Range | 0 |
Contact & Location
Address
425 BROADHOLLOW RD
MELVILLE NY 11747
Phone
(631)465-9670
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$140M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported