| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Stephen Curley Control | Managing Member And Chief Compliance Officer | Over 75% | 2025 |
Excelsior Advisor Network LLC reports $150 million in regulatory assets under management on its Form ADV.
Excelsior Advisor Network LLC reports 4 employees.
Excelsior Advisor Network LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 480-866-8616 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $150M |
| Non-discretionary | $0 |
| Total (RAUM) | $150M |