Mckelvey & Associates, Inc.
Firm details
- Headquarters
- Vail, Colorado
- CRD number
- 331991
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mckelvey & Associates, Inc. is a corporate, individually owned advisory and accounting practice that combines traditional accounting services with financial planning and portfolio management. The firm provides advisory work for individuals and small businesses as well as for business and institutional clients. Its listed services include financial planning, pension consulting, portfolio management, and educational seminars or workshops. Compensation is reported as a percentage of assets under management and hourly charges. FINTRX flags the firm as not actively pursuing ESG investing and not operating as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Vail, CO
Eagle
Location
Vail, CO
Headquartered in Vail, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- Eagle
- Address
- 4051 Bighorn Rd
- Time zone
- MT (UTC-7)
- Office locations
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