E
$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2013
- Office Locations
- 1
Office Locations
-- LA Canada CA
About Exciten Capital LLC
Exciten Capital LLC is a LA Canada-based RIA. The firm has been operating for 12 years. Managing $1.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL LI
Consultant, MANAGING DIRECTOR
- CRD
- #6227936
- Ownership
- 75% or more
Available
Available
Available
J
JAMES LI
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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