Key facts
- EXCEL FINANCIAL, LLC is a other based in RED WING, MN.
- EXCEL FINANCIAL, LLC reports $510K in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 145301- Regulatory AUM
- $510K
- Private fund assets
- —
- Private funds
- —
- Staff
- 10
- Registered office
- RED WING, MN
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for EXCEL FINANCIAL, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is EXCEL FINANCIAL, LLC's AUM?
- EXCEL FINANCIAL, LLC manages approximately $510K in assets.