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EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
EXCELSIOR, Minnesota
·
4 registered advisors
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CRD# 289890
SEC# 801-121947
1
330-620-1478
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
4 registered advisors
Alexander Ellis
EXCELSIOR, Minnesota
CRD# 6854020
Anne Marie Denman
EXCELSIOR, Minnesota
CRD# 6854017
Christopher John Moakley
EXCELSIOR, Minnesota
CRD# 2167257
Ryan Desroches Fegley
EXCELSIOR, Minnesota
CRD# 6854112
05
Office Locations
EXCELSIOR, Minnesota
4 advisors
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Data sourced from SEC Form ADV filings. EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP (CRD# 289890) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.