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).

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 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 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 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 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.

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