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.

Last Activity
2 weeks

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Clearing Firm / Custodian

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