TrueAdvisor
TrueAdvisor
MD
MD

Matthew Michael Delduchetto

Excalibur Management CORP
20 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Excalibur Management CORP
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
312 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$657.0M

Fee Structure

Minimum Investment:$1M

Location

Wilmette, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Excalibur Management CORP
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Bnp Paribas Securities CORP.Broker
October 2015 - December 2020 · 5 yrs 2 mos
Deutsche Bank Securities INC.Broker
October 2004 - February 2015 · 10 yrs 4 mos
State Registrations2 states
ILMA
Advisor
Exams
No exam information available for this advisor.