CALVERT PLANNING CORPORATION

CALVERT PLANNING CORPORATION of TROY, MI is an SEC-registered investment adviser (CRD 124524). Regulatory assets under management: $18.7M.

Registration

• CRD: 124524
• Type: Registered investment adviser
• Location: 2950 W. SQUARE LAKE ROAD, TROY, MI, 48098
• Phone: 248-723-3322
• Latest filing: 2026-03-10
• Regulatory AUM: $18.7M
• Non-discretionary AUM: $18.7M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124524 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search