Excalibur Management Corp, MA — Investment Adviser | BuildTrust

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EXCALIBUR MANAGEMENT CORP

Investment AdviceWALTHAM, MA

Assets Under Management

$657M

Total AUM

Donut chart: Discretionary 648.4M, Non-Discretionary 8.6M
Category	Value
Discretionary	648.4M
Non-Discretionary	8.6M

Adviser Information

Field	Value
CRD Number	110836
SEC Number	801-39935
Street Address	BAY COLONY CORPORATE CENTER
Street Address 2	950 WINTER STREET NORTH, SUITE 4100
Location	WALTHAM, MA 02451
Country	United States
Phone	(617) 916-9669
Fax	(617) 916-9554
Total Employees	12

Client Count by Type (312 Total)

Horizontal bar chart: Individuals (other than H… 171, High Net Worth Individual… 141
Category	Value
Individuals (other than H…	171
High Net Worth Individual…	141