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Building 2MCALVANY WEALTH MANAGEMENT, LLC

Map pinDURANGO, CO
Phone866-211-8970
NotebookSEC #801-71124
Total AUM
$224.2M
Employees
5
Clients
664

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
166 TURNER DR
DURANGO
CO 81301
United States
Operating Hours
8 AM TO 4 PM MOUNTAIN TIME
Monday - Friday
Phone
866-211-8970

ReceiptFinancials

Total AUM
$224.2M
Accounts
664
Discretionary
$217.9M
Accounts
648
Non-Discretionary
$6.3M
Accounts
16

ContactClients

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Individual Clients
650
AUM
$217.6M
Investment Advisor Clients
7
AUM
$2.9M
Corporation or Business Clients
7
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAIDINLAMIMNNCNHNMNYOHORPATNTXVAWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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