MCALVANY WEALTH MANAGEMENT, LLC

DURANGO, Colorado·5 registered advisors·CRD# 146021
SEC# 801-711240866-211-8970
01

Firm Overview

AUM
$92M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at MCALVANY WEALTH MANAGEMENT, LLC

5 registered advisors
Benjamin Charles Frihauf
DURANGO, Colorado
David Scott Mcalvany
DURANGO, Colorado
Donald Stephen Mcalvany
DURANGO, Colorado
Robert Keith Draper
DURANGO, Colorado
Theodore George Monsour
DURANGO, Colorado
05

Office Locations

DURANGO, Colorado
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MCALVANY WEALTH MANAGEMENT, LLC (CRD# 146021) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.