Excalibur Financial Group

Investment Management • • 11-20 Employees

Company overview

Headquarters	XX
Website	moneyconcepts.com
NAICS	5231
Keywords	Financial Planning & Wealth Management
Employees	11-20

Key Contact at Excalibur Financial Group

Robert Fabrizio

Vice President

Excalibur Financial Group Email Formats

Excalibur Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@moneyconcepts.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@moneyconcepts.com	66.7%
{first name}	john@moneyconcepts.com	33.3%

About Excalibur Financial Group

Full service investment and financial planning firm, offering Stocks, Bonds, Mutual Funds, REIT's, ETF's, and Annuities plus Life & Health Insurance. All securities through Money Concepts Capital Corp. Member SIPC & FINRA. 11440 N Jog Rd., Palm Beach Gardens, FL 33418 (561) 472-2000

Excalibur Financial Group revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Senior

Manager

Employees by Department

Excalibur Financial Group has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Excalibur Financial Group has never raised funding before.

Frequently asked questions

Excalibur Financial Group is located in XX.

Excalibur Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Excalibur Financial Group

Robert Fabrizio

Vice President

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