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Carl August Friedrich

Managing Partner And Chief Compliance OfficerExcelsior Investment Advisors, LLCCRD 2588466

About Carl August Friedrich

Carl August Friedrich is listed as Managing Partner And Chief Compliance Officer at Excelsior Investment Advisors, LLC in Melville, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Excelsior Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carl August Friedrich work?

Carl August Friedrich is listed as Managing Partner And Chief Compliance Officer at Excelsior Investment Advisors, LLC on SEC Form ADV.

How much of Excelsior Investment Advisors, LLC does Carl August Friedrich own?

Form ADV reports a beneficial ownership band of Over 75%.

Excelsior Investment Advisors, LLC

TitleManaging Partner And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2020
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