2050 M Street Nw
Washington, District of Columbia 20036
Tel: 800-368-2745
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285127 |
SEC# | 801-108378 |
Assets Managed by Firm | $33,598,717,296 |
No. of Clients | 1005 |
No. of Advisors | 256 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1005 | $33,598,717,296 |
Pension and profit sharing plans | 1 | $229,950,031 |
Corporations or other businesses | 1 | $173,727,902 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$243,968,240,347 | 632 | 1018 | |
$45,598,276,159 | 43 | 70 | |
$20,874,498,724 | 73 | 134 | |
$15,742,493,075 | 60 | 70 | |
$15,666,887,132 | 14 | 8 |
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