Calvert Financial Advisory, Inc. (Dunkirk)

Name: Calvert Financial Advisory, Inc.
Address: 3175 West Ward Road, Dunkirk, MD, 20754
Telephone: 301-812-1550

Calvert Financial Advisory, Inc. is a large advisory firm based in Dunkirk. It manages $98.6 million of regulatory assets for 1,258 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Delaware, Maryland, Texas, and Virginia.

Calvert Financial Advisory provides financial planning services, portfolio management for individuals and small businesses, and consulting. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Calvert Financial Advisory: assets under management

The assets under management (AUM) of Calvert Financial Advisory, Inc. is $98.6 million. The firm's AUM has grown by 198% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $91.19 million in discretionary accounts and $7.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $494.07 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Calvert Financial Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Calvert Financial Advisory, Inc.

Michael Alan Cox joined the executive team most recently as the President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Alan Cox	President and chief compliance officer	1 Dec 2009	75% - 100%	5135402
Bradley Emmett Sheahan	Chief executive officer	1 Jan 2011	50% - 75%	1756751

Based in Dunkirk

The principal office where Calvert Financial Advisory, Inc. performs its advisory services is located at 3175 West Ward Road, Dunkirk, MD 20754 The mailing address of the firm is P.O. Box 1227, Dunkirk, MD 20754. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-812-1550 or by fax 410-286-3180. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.calvertfinancialadvisory.com.