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Emmeline Shu-Teh Liu

CALVERT IMPACT ADVISORY SERVICES, LLC·BETHESDA, Maryland
Unclaimed Profile
7550 WISCONSIN AVENUE, 8TH FLOOR, BETHESDA, MD 20814CRD# 7795894Firm CRD# 326022
01

About

Emmeline Shu-Teh Liu is a registered financial advisor based in BETHESDA, Maryland, affiliated with CALVERT IMPACT ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CALVERT IMPACT ADVISORY SERVICES, LLC
CALVERT IMPACT ADVISORY SERVICES, LLC
AUM
$111M
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at CALVERT IMPACT ADVISORY SERVICES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7795894
Firm CRD# 326022
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Emmeline Shu-Teh Liu offer?
Emmeline Shu-Teh Liu specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.
What are Emmeline Shu-Teh Liu's credentials?
Emmeline Shu-Teh Liu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emmeline Shu-Teh Liu located?
Emmeline Shu-Teh Liu is based in BETHESDA, Maryland, working with CALVERT IMPACT ADVISORY SERVICES, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Emmeline Shu-Teh Liu charge for services?
Emmeline Shu-Teh Liu's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALVERT IMPACT ADVISORY SERVICES, LLC?
CALVERT IMPACT ADVISORY SERVICES, LLC has approximately 41 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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