CALVERT IMPACT ADVISORY SERVICES, LLC

7550 Wisconsin Avenue, 8th Floor
Bethesda, Maryland 20814
Tel: 1-800-248-0337

About CALVERT IMPACT ADVISORY SERVICES, LLC

CALVERT IMPACT ADVISORY SERVICES, LLC, formally registered with the SEC as CALVERT IMPACT ADVISORY SERVICES, LLC. The firm was established in 09/14/2023. They have over 1 offices throughout the country.

CALVERT IMPACT ADVISORY SERVICES, LLC is a Bethesda, Maryland based Financial Planning firm with nearly $111,270,488 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326022
SEC#	801-128731
Assets Managed by Firm	$111,270,488
No. of Clients	1
No. of Advisors	41

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$111,270,488

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