Excalibur Management Corp
Excalibur Management Corp (CRD# 110836) is a financial advisory firm headquartered in Waltham, MA. They manage $540,958,908 in 829 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management541MILLION
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Total Number of Accounts829ACCOUNTS
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Average Account Value$652,544
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, CT, FL, LA, MA, ME, NC, NH, NJ, NY, OH, RI, TX, VA, VT
Michael Delduchetto (CRD# 2389721) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 30 years of experience in the finance industry.
Thomas Drumm (CRD# 4434228) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has 1 year of experience in the finance industry.
Brendan Herlihy (CRD# 2620937) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 28 years of experience in the finance industry.
David Leggett (CRD# 5337887) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 23 years of experience in the finance industry.
Kimberly Leggett (CRD# 5340071) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 23 years of experience in the finance industry.
Marc Ohler (CRD# 4318901) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 22 years of experience in the finance industry.
Wayne Wetzel (CRD# 1356174) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 38 years of experience in the finance industry.
Matthew Delduchetto (CRD# 4845864) is an Investment Advisor Representative working at Excalibur Management Corp in Wilmette, IL and has over 19 years of experience in the finance industry.