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Theodore George Monsour

MCALVANY WEALTH MANAGEMENT, LLC·DURANGO, Colorado
Unclaimed Profile
858 MAIN AVENUE, DURANGO, CO 81301CRD# 6631628Firm CRD# 146021
01

About

Theodore George Monsour is a registered financial advisor based in DURANGO, Colorado, affiliated with MCALVANY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MCALVANY WEALTH MANAGEMENT, LLC
MCALVANY WEALTH MANAGEMENT, LLC
AUM
$92M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MCALVANY WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6631628
Firm CRD# 146021
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore George Monsour offer?
Theodore George Monsour specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DURANGO, Colorado for a consultation.
What are Theodore George Monsour's credentials?
Theodore George Monsour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore George Monsour located?
Theodore George Monsour is based in DURANGO, Colorado, working with MCALVANY WEALTH MANAGEMENT, LLC. Their office serves clients in the DURANGO metropolitan area and surrounding communities.
How does Theodore George Monsour charge for services?
Theodore George Monsour's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCALVANY WEALTH MANAGEMENT, LLC?
MCALVANY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DURANGO
Randall William Swan — SWAN WEALTH ADVISORS, LLCJames A Engelken — SWAN GLOBAL INVESTMENTS, LLCRobert Bradley Swan — SWAN GLOBAL INVESTMENTS, LLCMichael Ellis Tyler — FAMILY FINANCIAL SOLUTIONS GROUP, LLCBradley Owen Ackerman — SWAN WEALTH ADVISORS, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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