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EXCELSIA, INC.
EXCELSIA, INC.
SAVANNAH, Georgia
·
2 registered advisors
·
CRD# 125320
SEC# 801-61798
912-598-4032
01
Firm Overview
AUM
$123M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at EXCELSIA, INC.
2 registered advisors
Jan Charleen Jackson
SAVANNAH, Georgia
CRD# 2709150
Shirley Boyd Winters
SAVANNAH, Georgia
CRD# 4900838
05
Office Locations
SAVANNAH, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. EXCELSIA, INC. (CRD# 125320) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.