Excalibur Management Corp

Excalibur Management Corp (CRD# 110836) is a financial advisory firm headquartered in Newton, MA. They manage $485,212,000 in 768 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462
https://www.excalmgmt.com/
By the Numbers
  • Total Assets Under Management
    485
    MILLION
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $631,786
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, FL, LA, MA, ME, NC, NH, NJ, NY, TX, VA

Financial Advisors at Excalibur Management Corp
Showing 1 - 7 of 7 top financial advisors.
1
Michael Delduchetto, financial advisor Newton MA
Michael W. Delduchetto
CRD#: 2389721
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462

Michael Delduchetto (CRD# 2389721) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 27 years of experience in the finance industry.

2
Thomas Drumm, financial advisor Newton MA
Thomas S. Drumm
CRD#: 4434228
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462

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.

3
Brendan Herlihy, financial advisor Worcester MA
Brendan C. Herlihy
CRD#: 2620937
One Dix Street, Worcester, MA 01609

Brendan Herlihy (CRD# 2620937) is an Investment Advisor Representative working at Excalibur Management Corp in Worcester, MA and has over 25 years of experience in the finance industry. Brendan Herlihy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David Leggett, financial advisor Newton MA
David N. Leggett
CRD#: 5337887
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462

David Leggett (CRD# 5337887) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 19 years of experience in the finance industry.

5
Kimberly Leggett, financial advisor Newton MA
Kimberly L. Leggett
CRD#: 5340071
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462

Kimberly Leggett (CRD# 5340071) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 19 years of experience in the finance industry.

6
Marc Ohler, financial advisor Newton MA
Marc H. Ohler
CRD#: 4318901
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462

Marc Ohler (CRD# 4318901) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 19 years of experience in the finance industry.

7
Wayne Wetzel, financial advisor Newton MA
Wayne D. Wetzel
CRD#: 1356174
Three Newton Executive Park, 2223 Washington Street, Suite 202, Newton, MA 02462

Wayne Wetzel (CRD# 1356174) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 35 years 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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