Mcalvany Wealth Management, Lllp (Durango)
Mcalvany Wealth Management, Lllp Is a Large Advisory Firm Based in Durango. It Manages $128.43 Million of Regulatory Assets for 454 Client Accounts. It Has...
Mcalvany Wealth Management, LlLP is a large advisory firm based in Durango. It manages $128.43 million of regulatory assets for 454 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Arizona, California, and 16 other states.
Mcalvany Wealth Management, L provides financial planning services, 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, L: assets under management
The assets under management (AUM) of Mcalvany Wealth Management, LlLP is $128.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1327% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $128.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $282.88 thousand each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Mcalvany Wealth Management, LlLP for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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