Xcel Wealth Management is an investment advisor in Holly Hill with $431.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453081901
SEC advisor number
801-113826
FINRA CRD number
158863
AUM ?
$343.42 mm
(as of 23 Feb 24)
Accounts
653
(as of 23 Feb 24)
Employees
4
(3 investment advisory or research)
Address
Xcel Wealth Management
101 2ND STREET
STE 402
HOLLY HILL
FL 32117
101 2ND STREET
STE 402
HOLLY HILL
FL 32117
Phone
3868723440
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22