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MCKELVEY & ASSOCIATES, INC.

CRD 331991

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4051 BIGHORN RD, UNIT 11I, VAIL, CO, 81657, United States

Phone

303-578-8397

Fax

970-949-1059

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

5 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-05-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

All web addresses on file

Official SEC filing: View on IAPD