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Calvert Wealth Management, Inc.
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Dunkirk, Maryland
$104.3 million AUM
2 offices

Calvert Wealth Management, Inc. is based in Dunkirk, Maryland and has $104.3 million in assets under management.

Location
3175 West Ward Road
Suite 120
Dunkirk, MD 20754
$104.3 million
AUM
4
Employees
AUM Share
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$104,317,453
Assets under management
631 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 282 $72,273,825 69% $256,290
High net worth individuals 19 $32,043,628 31% $1,686,507
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$104,317,453
Assets under management
$26,079,363
AUM per employee
$34,772,484
AUM per investment analyst
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Compensation

Calvert Wealth Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Calvert Wealth Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Consulting
Firm data Share
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CRD number 115,639
SEC number 801-118382
Legal structure Corporation
Legal governance Maryland, United States
Latest ADV filing date March 05, 2020

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