Excalibur Management

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Excalibur Management — overview

About

Excalibur Management is a US-based wealth manager and registered investment advisor. Its services include financial planning, tax planning, insurance planning, portfolio management and investment management services. The wealth manager provides advisory services to high-net-worth individuals, individuals, and families, trusts, family limited partnerships, estates, charitable organizations, closely held business entities, not-for-profit entities, foundations, retirement and profit-sharing plans.

Excalibur Management - known decision makers (10)

Position	Location	Asset Class
Chief Compliance Officer	Waltham, US	GEN
Director	Waltham, US	GEN
Managing Director	Waltham, US	GEN
Managing Director	Waltham, US	GEN
Managing Director	Waltham, US	GEN

Showing 5 of 10 known decision makers Excalibur Management

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