Unclaimed Profile

Alexander Ellis

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP·EXCELSIOR, Minnesota

Clean recordEXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

21960 MINNETONKA BLVD, SUITE 210, EXCELSIOR, MN 55331CRD# 6854020Firm CRD# 289890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander Ellis · EXCELSIOR, MN

Registration

CRD #6854020 · EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alexander Ellis is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6854020

Firm CRD# 289890

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alexander Ellis offer?

Alexander Ellis specializes in Retirement Planning. Contact their office in EXCELSIOR, Minnesota for a consultation.

What are Alexander Ellis's credentials?

Alexander Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexander Ellis located?

Alexander Ellis is based in EXCELSIOR, Minnesota, working with EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.

How does Alexander Ellis charge for services?

Alexander Ellis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP?

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP has approximately 20 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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