Calibre Advisory Services, Inc. (Waltham)

Calibre Advisory Services, Inc. is a large advisory firm based in Waltham. It manages $2.45 billion of regulatory assets for 2,512 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, Florida, Indiana, and 5 other states.

Calibre Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Calibre Advisory Services: assets under management

The assets under management (AUM) of Calibre Advisory Services, Inc. is $2.45 billion. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.39 billion in discretionary accounts and $54.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $968.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Calibre Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Calibre Advisory Services, Inc.

F. Daniel Prickett has been acting as President since 1 Nov 2004. Wells Fargo & Company joined the executive team most recently as the Parent Of Wachovia Bank, N.A..

Direct owners and executive officers

Based in Waltham

The principal office where Calibre Advisory Services, Inc. performs its advisory services is located at Reservoir Woods, 930 Winter Street, Waltham, MA 02451, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-392-2800 or by fax 781-891-4088. The normal business hours are 9:00am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.tanagerfinancial.com.

Registered investment advisers similar to Calibre Advisory Services, Inc.

• Brick Capital Management
• Meadow Capital Management
• Paine Schwartz Partners
• Parsec Financial Management
• Kotak Mahindra (Uk) Limited
• Springs Capital (Hong Kong) Limited
• Twin Tree Management
• Glg Partners International Limited
• Altamont Capital Management
• Edwards Capital
• Advantage Advisers Multi Manager, L.L.C
• Heronbridge Investment Management
• Pennantpark Investment Advisers
• The Quantitative Group
• Porter Orlin