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Building 2MCALVANY WEALTH MANAGEMENT, LLLP

Map pinDURANGO, CO
Phone970-385-3100
NotebookSEC #801-69193
Total AUM
$9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
166 TURNER DRIVE
DURANGO
CO 81303
United States
Operating Hours
8 AM-5 PM
Monday - Friday
Phone
970-385-3100

ReceiptFinancials

Total AUM
$9M
Accounts
10
Discretionary
$9M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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