EXCOLERE EQUITY PARTNERS, LLC

SANTA MONICA, California·4 registered advisors·CRD# 324822
SEC# 801-1294080310-867-2758
01

Firm Overview

AUM
$190M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES
03

Specialties

Retirement Planning
04

Advisors at EXCOLERE EQUITY PARTNERS, LLC

4 registered advisors
Annie J Choi
SANTA MONICA, California
Anthony Wilder Miller
SANTA MONICA, California
Marcelus Anthony Decoulode Iii
SANTA MONICA, California
Peter Chamberlin Davis
SANTA MONICA, California
05

Office Locations

SANTA MONICA, California
4 advisors

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Data sourced from SEC Form ADV filings. EXCOLERE EQUITY PARTNERS, LLC (CRD# 324822) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.