| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Leslie Urbach Control | Member | 25-50% | 2015 |
| James Scott Loquai Control | Member | 10-25% | 2007 |
| John Raymond Loquai Control | Member | 25-50% | 2013 |
Excel Financial, LLC reports $333.5 million in regulatory assets under management on its Form ADV.
Excel Financial, LLC reports 6 employees.
Excel Financial, LLC is based in Red Wing, MN and has been SEC-registered since 2016.
Excel Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 321 Main Street, Red Wing, MN 55066 |
| Phone | (651) 388-6441 |
| Fax | (651) 319-9430 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $326.1M |
| Non-discretionary | $7.4M |
| Total (RAUM) | $333.5M |