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

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