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CALVERT RESEARCH AND MANAGEMENT
CALVERT RESEARCH AND MANAGEMENT
WASHINGTON, District of Columbia
·
6 registered advisors
·
CRD# 285127
SEC# 801-108378
3
800-368-2745
01
Firm Overview
AUM
$38.4B
Regulatory assets under management
Employees
210
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at CALVERT RESEARCH AND MANAGEMENT
6 registered advisors
Anne Lyn Richardson
WASHINGTON, District of Columbia
CRD# 6883259
Hope Lynne Brown Saxton
WASHINGTON, District of Columbia
CRD# 4517002
John Henry Streur
WASHINGTON, District of Columbia
CRD# 1251132
Theodore Harry Eliopoulos
WASHINGTON, District of Columbia
CRD# 7040735
Victoria Eckstein
WASHINGTON, District of Columbia
CRD# 5285604
Von M Hughes
WASHINGTON, District of Columbia
CRD# 2786259
05
Office Locations
WASHINGTON, District of Columbia
6 advisors
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Data sourced from SEC Form ADV filings. CALVERT RESEARCH AND MANAGEMENT (CRD# 285127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.