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Building 2CALVERT WEALTH MANAGEMENT, INC.

Map pinDUNKIRK, MD
Phone301-812-1550
NotebookSEC #801-71408
Total AUM
$88.6M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3175 WEST WARD ROAD
SUITE 120
DUNKIRK
MD 20754
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
301-812-1550

ReceiptFinancials

Total AUM
$88.6M
Accounts
732
Discretionary
$68M
Accounts
249
Non-Discretionary
$20.6M
Accounts
483

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZDCDEMDMENCNYORPATXVA

HandshakeAffiliates

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

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