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Theodore George Monsour

MCALVANY WEALTH MANAGEMENT, LLC·DURANGO, Colorado
Clean recordMCALVANY WEALTH MANAGEMENT, LLC
858 MAIN AVENUE, DURANGO, CO 81301CRD# 6631628Firm CRD# 146021

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore George Monsour · DURANGO, CO
Registration
CRD #6631628 · MCALVANY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at MCALVANY WEALTH MANAGEMENT, LLC

David Scott Mcalvany
DURANGO, CO
Donald Stephen Mcalvany
DURANGO, CO
Robert Keith Draper
DURANGO, CO
Benjamin Charles Frihauf
DURANGO, CO

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