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Albert Francis Calfo

BLUESTONE WEALTH ADVISORS, INC.·VENETIA, Pennsylvania
Unclaimed Profile
538 VALLEY BROOK ROAD, VENETIA, PA 15367CRD# 1257945Firm CRD# 122460
01

About

Albert Francis Calfo is a registered financial advisor based in VENETIA, Pennsylvania, affiliated with BLUESTONE WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VALLEY BROOK CAPITAL GROUP, INC.
VALLEY BROOK CAPITAL GROUP
AUM
$169M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VALLEY BROOK CAPITAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1257945
Firm CRD# 122460
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Albert Francis Calfo offer?
Albert Francis Calfo specializes in Financial Planning, Investment Management. Contact their office in VENETIA, Pennsylvania for a consultation.
What are Albert Francis Calfo's credentials?
Albert Francis Calfo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Albert Francis Calfo located?
Albert Francis Calfo is based in VENETIA, Pennsylvania, working with BLUESTONE WEALTH ADVISORS, INC.. Their office serves clients in the VENETIA metropolitan area and surrounding communities.
How does Albert Francis Calfo charge for services?
Albert Francis Calfo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUESTONE WEALTH ADVISORS, INC.?
BLUESTONE WEALTH ADVISORS, INC. has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VENETIA
Jayme Alan Russo — VALLEY BROOK CAPITAL GROUP, INC.Gregory Jon Martik — VALLEY BROOK CAPITAL GROUP, INC.Robert Michael Pulit — VALLEY BROOK CAPITAL GROUP, INC.Benjamin Louis Martik — VALLEY BROOK CAPITAL GROUP, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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