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Hope Lynne Brown Saxton

CALVERT RESEARCH AND MANAGEMENT·WASHINGTON, District of Columbia
CALVERT RESEARCH AND MANAGEMENT
2050 M STREET NW, WASHINGTON, DC 20036CRD# 4517002Firm CRD# 285127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hope Lynne Brown Saxton · WASHINGTON, DC
Registration
CRD #4517002 · CALVERT RESEARCH AND MANAGEMENT
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Hope Lynne Brown Saxton is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with CALVERT RESEARCH AND MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CALVERT RESEARCH AND MANAGEMENT
CALVERT RESEARCH AND MANAGEMENT
AUM
$38.4B
Regulatory assets under management
Employees
210
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4517002
Firm CRD# 285127
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Hope Lynne Brown Saxton offer?
Hope Lynne Brown Saxton specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Hope Lynne Brown Saxton's credentials?
Hope Lynne Brown Saxton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hope Lynne Brown Saxton located?
Hope Lynne Brown Saxton is based in WASHINGTON, District of Columbia, working with CALVERT RESEARCH AND MANAGEMENT. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Hope Lynne Brown Saxton charge for services?
Hope Lynne Brown Saxton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALVERT RESEARCH AND MANAGEMENT?
CALVERT RESEARCH AND MANAGEMENT has approximately 210 employees and manages $38.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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