Assets Under Management
$657.0M
Number of Clients
312
Number of Advisors
7
Average Client AUM
$2.1M
AUM per Advisor
$93.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Excalibur Management Corporation provides customized investment management and wealth planning strategies to high-net-worth individuals, families, foundations, business entities, and endowments. Services include tax-efficient investing, strategic gifting, risk management, and cash flow analysis. They offer customized multi-asset portfolios, custom equity investing, and custom fixed income investing.
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451