Thomas
Drumm
Excalibur Management Corp
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About this Advisor
Thomas Drumm is a chartered financial analyst operating out of Newton Lower Falls, Massachusetts who has 23 years of industry experience. Drumm currently works for Excalibur Management Corp. They have been employed by Excalibur Management Corp for their entire career. Drumm is able to operate in Massachusetts and Texas. Excalibur Management Corp is an advisory firm based in Newton Lower Falls, MA. The company has offices in five locations and a total of 11 employees. It manages $541 million in assets across its 829 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 829 client accounts, 50% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees for financial advisory services vary depending on the services provided. Fee types charged by Excalibur Management Corp likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Excalibur Management Corp Brokerage Details
$540,958,908
11
829
$652,544
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Thomas Drumm Work History
Thomas has been registered as a financial advisor for 23 years.*
Excalibur Management Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Drumm 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 Excalibur Management Corp
Wilmette, IL
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
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