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XCEPTION FAMILY OFFICE HOLDINGS LLC

EIN 41-2738814-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$955K assets
Welfare
0
Participants
7
5460 AMBERFIELD DRIVE - PEACHTREE CORNERS, GA 30092404-547-0223
Plans on this EIN
1 filing
#001401k-$955K - 7 part

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Retirement#001

XCEPTION ADVISORY GROUP 401(K) PLAN

401k

Assets$955K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XCEPTION ADVISORY GROUP 401(K) PLAN401k$955K72025
Retirement plans
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