Carl August Friedrich
Managing Partner And Chief Compliance OfficerExcelsior Investment Advisors, LLCCRD 2588466
About Carl August Friedrich
Carl August Friedrich is listed as Managing Partner And Chief Compliance Officer at Excelsior Investment Advisors, LLC in Melville, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Excelsior Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carl August Friedrich work?
Carl August Friedrich is listed as Managing Partner And Chief Compliance Officer at Excelsior Investment Advisors, LLC on SEC Form ADV.
How much of Excelsior Investment Advisors, LLC does Carl August Friedrich own?
Form ADV reports a beneficial ownership band of Over 75%.
Excelsior Investment Advisors, LLC
| Title | Managing Partner And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |