MCALVANY WEALTH MANAGEMENT, LLC

166 Turner Dr
Durango, Colorado 81303
Tel: 866-211-8970

About MCALVANY WEALTH MANAGEMENT, LLC

MCALVANY WEALTH MANAGEMENT, LLC, formally registered with the SEC as MCALVANY WEALTH MANAGEMENT, LLC. The firm was established in 03/11/2010. They have over 1 offices throughout the country.

MCALVANY WEALTH MANAGEMENT, LLC is a Durango, Colorado based Financial Planning firm with nearly $91,932,201 assets under management, offering retirement planning & investment advisory services to 450 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146021
SEC#	801-71124
Assets Managed by Firm	$91,932,201
No. of Clients	450
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	450	$91,932,201
Individuals (other than high net worth individuals)	313	$88,586,398
Pension and profit sharing plans	4	$1,421,135
Corporations or other businesses	6	$1,924,668

More Retirement Planning firms in Durango, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

Explore More Retirement Advisors in Durango, Colorado

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.