C
CRD: 124524
Calvert Planning Corporation
Troy, MI, 48098
2487233322
$18.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
28 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-21-1998
- Office Locations
- 1
Office Locations
2950 W. Square Lake Road Suite 110 Troy MI
About Calvert Planning Corporation
Calvert Planning Corporation is a Troy-based RIA. The firm has been operating for 28 years. Managing $18.7M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$18.7M AVG AUM / ADVISOR
$565.7K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Peak Foundation matrix
Investment Themes
Delta
Investment Vehicles
Delta
Services
Alpha crest Zenith focus Value Pathway radial
Owner & Executives
GEORGE CHRISTOPHER CALVERT
Chief Compliance Officer, President
- CRD
- #1749639
- Ownership
- 75% or more
(392) 313-6135
foundation.crest@pathwaycapital.com
in linkedin.com/in/element-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,669,332 | -- |
| Total | $18,669,332 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,669,332
Public Funds:
49.4% Equity - Exchange:
50.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,321,943,142 | 49.4% |
| Equity - Exchange | $1,354,055,122 | 50.6% |
| Total | $2,675,998,264 | 100.0% |