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EXCOMP ASSET MANAGEMENT LTD
EXCOMP ASSET MANAGEMENT LTD
MELVILLE, New York
·
3 registered advisors
·
CRD# 110434
SEC# 801-43057
0
(631)465-9670
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at EXCOMP ASSET MANAGEMENT LTD
3 registered advisors
Brett John Testerman
MELVILLE, New York
CRD# 6155535
Gerard Thomas Breitner
GARDEN CITY, New York
CRD# 819265
Timothy Dennis Atkinson
MELVILLE, New York
CRD# 1694708
05
Office Locations
MELVILLE, New York
2 advisors
GARDEN CITY, New York
1 advisor
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Data sourced from SEC Form ADV filings. EXCOMP ASSET MANAGEMENT LTD (CRD# 110434) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.