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EXCELSIOR INVESTORS

CRD No. 108048 | Minnesota | RIA/Wealth Manager | Last Form ADV Filed on 26 Sep 2024 | Registration: SEC
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Excelsior Investors, operated by Intelligent Financial Strategies, LLC, is an investment advisory firm registered in Minnesota since May 2000. The firm is solely owned by Jason Good and offers discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations. Clients can engage Excelsior on a fee-only or fixed fee basis, with fees based on a percentage of assets under management. The firm also provides financial planning and consulting services upon client request. Excelsior may charge additional fees for extraordinary services. The firm primarily recommends allocating assets among individual equities, debt securities, mutual funds, and ETFs based on client investment objectives. As of December 31, 2023, Excelsior managed $181,923,257 in assets on a discretionary basis. The firm does not participate in wrap fee programs and emphasizes ongoing monitoring and review of client portfolios. Clients are advised of the risks associated with investments and are encouraged to notify the firm of any changes in their financial situation or investment objectives.

Identifying Information
CRD No.
108048
Latest Filing
26 Sep 2024
SEC No.
801-57626
Form of Organization
Limited Liability Company
Legal Domicile
MN, United States
Registration
SEC
Contact Details
Street Address
34 WATER STREET, SUITE 8
City
EXCELSIOR
Postal Code
55331
Location
Minnesota, United States
Phone
000-000-0000
Fax
000-000-0000
Company Information
Large Advisory Firm - AUM > $100m or (AUM > $90m & registered with SEC)
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
High net worth individuals 000 $0,000,000,000
Client Type with highest AUM
High net worth individuals
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
0 %
Total Reg. AUM $181,923,257
Discretionary $181,923,257
Non-Discretionary $0
$181.9M
Employee Strength 2
2
No. of Accounts 296
Discretionary 296
Non-Discretionary 0
296

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Direct Owners
GOOD, JASON, PATRICK
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (75% or more)

SEC Links
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In Minnesota
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