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XCEL WEALTH MANAGEMENT, LLC
XCEL WEALTH MANAGEMENT, LLC
HOLLY HILL, Florida
·
1 registered advisor
·
CRD# 158863
SEC# 801-113826
0
386-872-3440
01
Firm Overview
AUM
$343M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at XCEL WEALTH MANAGEMENT, LLC
1 registered advisor
Jonathan Scott Xynidis
HOLLY HILL, Florida
CRD# 4174055
05
Office Locations
HOLLY HILL, Florida
1 advisor
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Data sourced from SEC Form ADV filings. XCEL WEALTH MANAGEMENT, LLC (CRD# 158863) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.