VerifiedFinancial Services

Excelsior Capital Management

Excelsior Capital Management is a private wealth management firm that was established to deliver an unparalleled wealth management experience. We are built upon a culture of excellence and devoted to providing our clients with the resources needed for the enhancement of their financial and social capital, and the optimization and preservation of their wealth. “Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Excelsior Capital Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.”

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HeadquartersHouston, United StatesEmployees2(1 to 10)Websiteexcelwealth.comLinkedIn profileLinkedIn

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Top roles at Excelsior Capital Management

1 distinct titles indexed · top 1 shown.

  • 1senior vice president - private wealth management

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