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CALVERT IMPACT ADVISORY SERVICES, LLC
CALVERT IMPACT ADVISORY SERVICES, LLC
BETHESDA, Maryland
·
3 registered advisors
·
CRD# 326022
SEC# 801-128731
0
1-800-248-0337
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
41
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at CALVERT IMPACT ADVISORY SERVICES, LLC
3 registered advisors
Derek Michael Strocher
BETHESDA, Maryland
CRD# 7795965
Emmeline Shu-Teh Liu
BETHESDA, Maryland
CRD# 7795894
Jennifer Pryce
BETHESDA, Maryland
CRD# 2789820
05
Office Locations
BETHESDA, Maryland
3 advisors
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Data sourced from SEC Form ADV filings. CALVERT IMPACT ADVISORY SERVICES, LLC (CRD# 326022) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.