CALVERT WEALTH MANAGEMENT, INC.
Tel: 301-812-1550 3175 West Ward Road Suite 120 Dunkirk, Maryland 20754
About CALVERT WEALTH MANAGEMENT, INC.
CALVERT WEALTH MANAGEMENT, INC. is a Dunkirk, Maryland based financial advisory firm with nearly $138,213,110 in assets under management and provides investment advisory services for 699 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
115639
Firm SEC#:
801-118382
Assets Under Management:
$138,213,110
No. of Clients:
699
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CONSULTING)
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