Mcalvany Wealth Management, Llc (Durango)
Mcalvany Wealth Management, Llc Is a Multi-State Adviser Based in Durango. It Manages $41.9 Million of Regulatory Assets for 239 Client Accounts. It Has Been...
Mcalvany Wealth Management, LLC is a multi-state adviser based in Durango. It manages $41.9 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Mcalvany Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Mcalvany Wealth Management: assets under management
The assets under management (AUM) of Mcalvany Wealth Management, LLC is $41.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and $919.68 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $41.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.3 thousand each.
Investments
The firm invests in exchange traded securities the most. They account for 75% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 25% of the firm’s portfolio.
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