7550 Wisconsin Avenue, 8th Floor
Bethesda, Maryland 20814
Tel: 1-800-248-0337
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.
| 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 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $111,270,488 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,752,267,028,988 | 4696 | 3814 | |
| $193,065,874,997 | 68 | 114 | |
| $108,331,371,643 | 23317 | 657 | |
| $65,095,381,946 | 126 | 101 | |
| $37,701,864,167 | 516 | 254 |
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