EATON VANCE MANAGEMENT

One Post Office Square
Boston, Massachusetts 02109
Tel: 617-482-8260

About EATON VANCE MANAGEMENT

EATON VANCE MANAGEMENT, formally registered with the SEC as EATON VANCE MANAGEMENT. The firm was established in 02/20/1981. They have over 3 offices throughout the country.

EATON VANCE MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $63,043,262,559 assets under management, offering retirement planning & investment advisory services to 3851 clients. The firm is staffed with 225 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104859
SEC#	801-15930
Assets Managed by Firm	$63,043,262,559
No. of Clients	3851
No. of Advisors	225

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGE OF PORTFOLIO INCOME)

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

Firm Client Information

	No. of Clients	AUM
Firm Total	3851	$63,043,262,559
Pension and profit sharing plans	22	$2,016,883,951
Charitable organizations	24	$739,637,328
Corporations or other businesses	25	$576,245,941

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