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CALVERT STREET CAPITAL PARTNERS, INC.
CALVERT STREET CAPITAL PARTNERS, INC.
TOWSON, Maryland
·
7 registered advisors
·
CRD# 158096
SEC# 801-73600
1
443-573-3700
01
Firm Overview
AUM
$389M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: A PERCENTAGE OF COMMITTED CAPITAL
03
Specialties
Retirement Planning
04
Advisors at CALVERT STREET CAPITAL PARTNERS, INC.
7 registered advisors
Andrew Lewis John
TOWSON, Maryland
CRD# 4384635
Brian Paul Guerin
TOWSON, Maryland
CRD# 4822332
Brian Thomas Mahoney
BALTIMORE, Maryland
CRD# 1567754
Carrie Anne Carscallen
TOWSON, Maryland
CRD# 1996291
Michael John Booth
TOWSON, Maryland
CRD# 4385872
Peter P Galloway
TOWSON, Maryland
CRD# 4830279
Sarah Paige Cheplak
LUTHERVILLE, Maryland
CRD# 4828229
05
Office Locations
TOWSON, Maryland
5 advisors
BALTIMORE, Maryland
1 advisor
LUTHERVILLE, Maryland
1 advisor
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Data sourced from SEC Form ADV filings. CALVERT STREET CAPITAL PARTNERS, INC. (CRD# 158096) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.