Excalibur Management Corp
Legal Name: EXCALIBUR MANAGEMENT CORP
Full Contact Details
Excalibur Management Corp
THREE NEWTON EXECUTIVE PARK, 2223 WASHINGTON STREET, SUITE 202, NEWTON, MA
617-916-9669
617-916-9554
Other Info
Excalibur Management Corp is an investment advisory firm based in Massachusetts, employing 9 professionals, of whom 7 work in advisory positions. Although no exact count of clients is provided, the firm's SEC status was last recorded as approved in 1991, indicating its adherence to regulatory requirements.
Financial Advisor | Excalibur Management | United States
Excalibur Management’s mission is to protect each client’s financial security while growing wealth through risk appropriate investment strategies.
Direct Owners
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MARC HAMILTON OHLER
CHIEF COMPLIANCE OFFICER, TREASURER, CLERK, MANAGING DIRECTOR AND DIRECTOR owns more than 50% but less than 75%
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MICHAEL WILLIAM DELDUCHETTO
PRESIDENT, MANAGING DIRECTOR AND DIRECTOR owns more than 50% but less than 75%
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