Excalibur Management Corp

Excalibur Management Corp (CRD# 110836) is a financial advisory firm headquartered in Newton Lower Falls, MA. They manage $354,433,237 in 471 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $752,512
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 15 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 23 years of experience in the finance industry.

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

Wayne Wetzel (CRD# 1356174) is an Investment Advisor Representative working at Excalibur Management Corp in Newton Lower Falls, MA and has over 31 years of experience in the finance industry.

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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.