Overview

Excelsior is a boutique private financial services firm focused on the investment management needs of individuals and their families, business owners, endowments and institutions. We are seeking independent advisors with existing books that are interested in merging, or are actively looking to sell their book. We're a well funded start-up with ample working capital and the ability to offer very lucrative merger/buy-out structures with flexible terms for the right opportunities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
127 days old

Business Data

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