Investment adviser · CRD 125320

EXCELSIA, INC.

Investment adviser filing (IA)

SAVANNAH, GA, United States · Form ADV filed Feb 14, 2015

Regulatory AUM
$123M
Form ADV · Item 5.F
Client accounts
64
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 14, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

24 DRAYTON ST., SUITE 501
SAVANNAH, GA, 31401, United States

CRD 125320

Filing source

Form ADV 864698 · Feb 14, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.