Xception Advisory Group

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

2200 Century Pkwy NE Ste 750, Atlanta, G...

Phone Number

(404) 524-7900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
2
1
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About Xception Advisory Group

Xception Family Office provides tailored multi-family office services to ultra high-net worth individuals, multi-generational families, private business owners, and public company executives. Their offerings include traditional investing, estate planning, private investment opportunities, and family governance. The firm focuses on delivering personalized attention without the pressure of sales or asset gathering goals. As a 100% employee-owned entity, they prioritize quality service for a select number of clients.Explore more
Popular SearchesXception Advisory Groupxception advisory group LLCXception Advisory Group AllXceptionadvisorygroup ComSIC Code 62,628NAICS Code 52,523Show more

Xception Advisory Group Org Chart

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Co-Founder & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Xception Advisory Group

<$5M
1-10
Private
-
2014
CH
Cort HaberCo-Founder & Chief Investment Officer
<$5M
11-50
Private
<$5M
2017
JS
Joyce SchneiderManager, Operations & Marketing
<$5M
1-10
Private
-
2012
SS
Sidney SteckerClient Services Specialist
<$5M
11-50
Private
-
2003
<$5M
1-10
Private
-
-
AS
Aaron SoderstromFounder & Investment Chief & Strategist
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
1986
SK
Stephen KolanoChief Investment Officer
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Xception Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Xception Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Xception Advisory Group.

Xception Advisory Group Tech Stack

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Frequently Asked Questions Regarding Xception Advisory Group

What is Xception Advisory Group's official website?
Xception Advisory Group's official website is www.xceptionadvisorygroup.com
What is Xception Advisory Group's Revenue?
Xception Advisory Group's revenue is <$5 Million
What is Xception Advisory Group's SIC code?
Xception Advisory Group's SIC: 62,628
What is Xception Advisory Group's NAICS code?
Xception Advisory Group's NAICS: 52,523
How many employees does Xception Advisory Group have?
Xception Advisory Group has 1-10 employees
What industry does Xception Advisory Group belong to?
Xception Advisory Group is in the industry of: Finance, Securities Trading
What is Xception Advisory Group competition?
Xception Advisory Group top competitors include: KL Johnson Advisors, Glidepath Financial, ACT Financial Services, Providence Financial Advisors
What technology does Xception Advisory Group use?
Some of the popular technologies that Xception Advisory Group uses are: Google Cloud DNS, Cloudflare CDN, Proofpoint, Eploy
How do I contact Xception Advisory Group?
Xception Advisory Group contact info: Phone number: (404) 524-7900 Website: www.xceptionadvisorygroup.com
What does Xception Advisory Group do?

Xception Family Office provides tailored multi-family office services to ultra high-net worth individuals, multi-generational families, private business owners, and public company executives. Their offerings include traditional investing, estate planning, private investment opportunities, and family governance. The firm focuses on delivering person... alized attention without the pressure of sales or asset gathering goals. As a 100% employee-owned entity, they prioritize quality service for a select number of clients.Read More

Is Xception Advisory Group a public company?
Xception Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Xception Advisory Group

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