AUMdb

Xcel Strategies

EIN 460987967 · 501(c)(3) · Public charity · Savannah, GA · recognized 2014

Assets
$346K
Revenue
$929K
Expenses
$908K
Investment income
$0

Form 990 fiscal year ended 12/31/2023

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Dan Pavlin Officer $0 $0
Brian Smith Officer $0 $0
Tyler Wright Officer $0 $0
Peter Mierke Officer $0 $0
Bo Longgrear Officer $0 $0
Mike Scribner President $0 $0
Jay Thompson Founder & ceo $0 $0
Brad Whitfield Treasurer $0 $0
Paul Threlkeld Secretary $0 $0