EXCALIBUR MANAGEMENT CORP

WALTHAM, Massachusetts·4 registered advisors·CRD# 110836
SEC# 801-399354(617) 916-9669
01

Firm Overview

AUM
$606M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EXCALIBUR MANAGEMENT CORP

4 registered advisors
Marc Hamilton Ohler
WALTHAM, Massachusetts
Michael William Delduchetto
WALTHAM, Massachusetts
Thomas Stewart Drumm
NEWTON, Massachusetts
Wayne Donald Wetzel
NEWTON, Massachusetts
05

Office Locations

NEWTON, Massachusetts
2 advisors
WALTHAM, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. EXCALIBUR MANAGEMENT CORP (CRD# 110836) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.