David
Mcalvany
Mcalvany Wealth Management, LLC
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About this Advisor
David Mcalvany is a financial advisor based in Durango, Colorado, working with Mcalvany Wealth Management, LLC. David has previously held positions at International Collectors Associates and Mcalvany Wealth Management, Lllp. David has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, David is part of Mcalvany Wealth Management, LLC, which operates out of Durango, Colorado. The firm has 6 employees and manages assets totaling $91.9 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mcalvany Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mcalvany Wealth Management, LLC Brokerage Details
$91,932,201
6
450
$204,294
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Mcalvany Work History
International Collectors Associates
Mcalvany Wealth Management, Lllp
Disclosures
Please visit the SEC profile of David Mcalvany to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcalvany Wealth Management, LLC
Durango, CO
Durango, CO
Durango, CO
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