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CALVERT PLANNING CORPORATION
CRD 124524
2950 W. SQUARE LAKE ROAD, SUITE 110, TROY, MI, 48098, United States
Phone
248-723-3322
Fax
248-540-9428
Registration
— (—)
Source
State registered
Total AUM
$18.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.2M |
| High net worth individuals | 15 | $15.5M |
Official SEC filing: View on IAPD