Excalibur Management Corp

Excalibur Management Corp (CRD# 110836) is a financial advisory firm headquartered in Newton, MA. They manage $378,354,248 in 492 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462
http://www.excalmgmt.com
By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $769,013
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NH, NJ, NY, RI, VT

Financial Advisors at Excalibur Management Corp
Showing 1 - 4 of 4 top financial advisors.
1
Marc Ohler, financial advisor Boston MA
Marc H. Ohler
CRD#: 4318901
3 Post Office Square, Suite #700, Boston, MA 02109
96
Wealthminder
score

Marc Ohler (CRD# 4318901) is an Investment Advisor Representative working at Excalibur Management Corp in Boston, MA and has over 16 years of experience in the finance industry.

2
Michael Delduchetto, financial advisor Boston MA
Michael W. Delduchetto
CRD#: 2389721
3 Post Office Square, Suite 700, Boston, MA 02109
93
Wealthminder
score

Michael Delduchetto (CRD# 2389721) is an Investment Advisor Representative working at Excalibur Management Corp in Boston, MA and has over 24 years of experience in the finance industry.

3
Wayne Wetzel, financial advisor Newton MA
Wayne D. Wetzel
CRD#: 1356174
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462
93
Wealthminder
score

Wayne Wetzel (CRD# 1356174) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 32 years of experience in the finance industry.

4
Thomas Drumm, financial advisor Newton MA
Thomas S. Drumm
CRD#: 4434228
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462
90
Wealthminder
score

Thomas Drumm (CRD# 4434228) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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