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CALVERT RESEARCH AND MANAGEMENT

2050 M Street Nw
Washington, District of Columbia 20036
Tel: 800-368-2745

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About CALVERT RESEARCH AND MANAGEMENT

CALVERT RESEARCH AND MANAGEMENT, formally registered with the SEC as CALVERT RESEARCH AND MANAGEMENT. The firm was established in 09/30/2016. They have over 3 offices throughout the country.

CALVERT RESEARCH AND MANAGEMENT is a Washington, District of Columbia based Financial Planning firm with nearly $33,598,717,296 assets under management, offering retirement planning & investment advisory services to 1005 clients. The firm is staffed with 256 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285127
SEC#801-108378
Assets Managed by Firm$33,598,717,296
No. of Clients1005
No. of Advisors256

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1005$33,598,717,296
Pension and profit sharing plans1$229,950,031
Corporations or other businesses1$173,727,902

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