A complete list of active advisors currently associated with Excomp Asset Management Ltd
Warmer can help you find a great advisor at Excomp Asset Management Ltd or one who fits your needs even better.
Excomp Asset Management, LTD provides discretionary investment management to individuals (both high-net-worth and non‑HNW), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations, managing approximately $140,218,941 across about 137 client accounts as of March 31, 2026. The firm primarily implements client portfolios through mutual fund shares and, when appropriate, exchange‑traded funds, and it will execute client‑directed individual security transactions as a convenience without an advisory opinion or advisory fee for those specific trades. Portfolio supervision is guided by each client’s stated objective (maximum capital appreciation, growth, income or growth and income) and accounts are managed on a discretionary basis. Investment decisions draw on publicly available research (including internet and broadcast media) and selections of third‑party active managers, and the firm uses the Schwab Institutional/OneSource platform for custody, trading and access to institutional fund offerings. Distinctive operational features include a $250,000 account minimum (negotiable), the use of third‑party solicitors under referral agreements, and a proxy policy that commits the advisor to vote proxies for mutual funds and ETFs it manages while abstaining from voting proxies for client equities that fall outside its management. The firm maintains a written Code of Ethics with pre‑clearance and reporting for personal trading, considers itself to have limited custody because of fee‑debit authority, and discloses receipt of Schwab‑provided research and technology services despite reporting no formal soft‑dollar arrangements.
To learn more about the advisors currently working at Excomp Asset Management Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Melville, NY
| 0
| |
Melville, NY
| 0
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")