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 entity controlled by an individual owner that combines accounting work with advisory services. The firm offers financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients, and also advertises pension consulting services and educational seminars/workshops. Its billing model blends percentage-of-AUM fees with hourly charges. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser; the year of SEC registration is listed as unknown.
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
Owners & executives
1 of 1DANIEL MCKELVEY
Chief Executive OfficerCRD 5146407
Contacts
1 of 1Meg McKelvey
Marketing ConsultantCRD 7950541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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