About Excelsior Investors
<p>Founded in 2000, Excelsior Investors is a registered investment advisor based in Excelsior, in the Minneapolis–St. Paul metro area. The firm works with individuals and high-net-worth individuals on financial planning and portfolio management.</p> <p>For employers that want a delegated retirement plan option, Excelsior Investors offers <a href="/plan-advisors">plan advisor</a> support as a 3(21) fiduciary, giving investment advice to plan sponsors while the sponsor keeps final decision-making authority.</p> <p>The Excelsior Investors name is also used by a separate real estate partnership, Excelsior Investors LLC, which focuses on industrial properties in the Greater New York City market. That real estate partnership is led by co-founders Daniel Rosenberg and Gideon Etra.</p> <p>What sets this provider apart is the shared brand across both an RIA practice in Minnesota and an industrial real estate partnership in the New York City region.</p> <ul> <li>Registered investment advisor (RIA) services</li> <li>Financial planning for individuals and high-net-worth individuals</li> <li>Portfolio management</li> <li>3(21) fiduciary support for retirement plans</li> </ul>
Website: https://www.excelinv.com/
Founded: 2000
Office Locations
- Excelsior, MN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $18.2M