Mabry-calvin, LLC (CRD# 116907) is a financial advisory firm headquartered in Franklin, TN. They manage $50,619,104 in 83 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts83ACCOUNTS
Average Account Value$609,869
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
William Calvin (CRD# 1281417) is an Investment Advisor Representative working at Mabry-calvin, LLC in Franklin, TN and has over 32 years of experience in the finance industry.
Charlotte Mabry (CRD# 1026407) is an Investment Advisor Representative working at Mabry-calvin, LLC in Franklin, TN and has over 35 years of experience in the finance industry.