$140.2M Total AUM
$140.2M Disc. AUM
1.0% 3Y CAGR
5 Employees
146 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-12-1993
- Office Locations
- 1
Office Locations
425 Broadhollow RD Suite 318 Melville NY
About Excomp Asset Management LTD
Excomp Asset Management (EAM) is an independent, fee-only advisory and asset management firm providing discretionary portfolio management, retirement consulting, and integrated estate and tax planning. The firm serves individuals, IRAs, trusts, and corporate retirement plans, tailoring mandates to growth, income, risk, and liquidity objectives. Portfolios commonly use mutual funds and ETFs and are custodied at Schwab.
Team overview
-- AVG AGE
$70.1M AVG AUM / ADVISOR
$960.4K AVG AUM / CLIENT
0.5 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
33yrs Firm Age
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Asset Classes
Bridge Ridge
Client Personas
Value
Investment Themes
Focus
Investment Vehicles
Bridge wave
Platform
Prime timber
Services
Prime zenith Beacon vector Meridian Signal Glacier optima
Owner & Executives
T
TIMOTHY DENNIS ATKINSON
President
- CRD
- #1694708
- Ownership
- 75% or more
(786) 602-8940
timber.pioneer@optimacapital.com
in linkedin.com/in/zenith-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
B
BRETT JOHN TESTERMAN
--
- CRD
- #6155535
(282) 202-3796
vital.frontier@fusioncapital.com
in linkedin.com/in/focus-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,218,941 | $960,404 |
| Non-Discretionary | $0 | -- |
| Total | $140,218,941 | $960,404 |
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Separately Managed Accounts
Total SMA Asset: $140,218,941
Public Funds:
20.2% Equity - Exchange:
25.4% Cash:
54.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $140,951,608 | 20.2% |
| Equity - Exchange | $177,236,181 | 25.4% |
| Cash | $379,592,450 | 54.4% |
| Total | $697,780,239 | 100.0% |