CALVERT RESEARCH AND MANAGEMENT

2050 M Street Nw
2nd Floor
Washington, District of Columbia 20036
Tel: 800-368-2745

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 4 offices throughout the country.

CALVERT RESEARCH AND MANAGEMENT is a Washington, District of Columbia based Financial Planning firm with nearly $38,423,403,142 assets under management, offering retirement planning & investment advisory services to 1279 clients. The firm is staffed with 210 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285127
SEC#	801-108378
Assets Managed by Firm	$38,423,403,142
No. of Clients	1279
No. of Advisors	210

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (MODEL PORTFOLIOS; ENVIRONMENTAL, SOCIAL, & GOVERNANCE; SCREENING AGENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1279	$38,423,403,142
Pension and profit sharing plans	1	$241,206,640
Corporations or other businesses	2	$28,002,325

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