Feedback
Share
Link
Link copied!
Fund Codex
Mcalvany Wealth Management, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Mcalvany Wealth Management, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Durango, Colorado
$44.3 million AUM
1 office

Mcalvany Wealth Management, LLC is based in Durango, Colorado and has $44.3 million in assets under management.

Location
166 Turner Drive
Suite 201
Durango, CO 81303
$44.3 million
AUM
4
Employees
AUM Share
Link
Link copied!
Back to Top
$44,302,858
Assets under management
250 clients
Number of clients
Average investment size is $177,211
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 243 $42,775,734 97% $176,032
Other corporations or businesses 7 $1,527,124 3% $218,161
Employees Share
Link
Link copied!
Back to Top
4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$44,302,858
Assets under management
$11,075,714
AUM per employee
$14,767,619
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Mcalvany Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Mcalvany Wealth Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
Link
Link copied!
CRD number 146,021
SEC number 801-71124
Legal structure Limited Liability Company
Legal governance Colorado, United States
Latest ADV filing date March 23, 2020

Other Funds

See all...
Law & Associates Inc
Fund: $174,974,859
Neuberger Berman Breton Hill Ulc
Fund: $5,404,187,904
Hco Private Wealth
Fund: $121,027,983
Cross Island Advisors LLC
Fund: $444,642,099
Acorn Advisory Capital, L.P.
Fund: $2,803,963,501
Riverwalk Capital Iii, LLC
Fund: Under $1 billion
Blue Harbour Group, L.P.
Fund: $2,207,325,255
Silver Creek Ventures Corp
Fund: Under $1 billion
Banneker Partners LLC
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to Mcalvany Wealth Management, LLC

See all...
Sonoma Wealth Advisors, LLC
Fund: $117,800,000
Calvary Wealth, LLC
Fund: $118,231,742
Convergent Wealth Advisors, LLC
Fund: Under $1 billion
CTC Wealth Management, LLC
Fund: Under $1 billion
Umb Family Wealth, LLC
Fund: Under $1 billion
Emerson Wealth Management, LLC
Fund: $467,878,307
Octavia Wealth Advisors LLC
Fund: Under $1 billion