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EATON VANCE MANAGEMENT
EATON VANCE MANAGEMENT
BOSTON, Massachusetts
·
1 registered advisor
·
CRD# 104859
SEC# 801-15930
2
617-482-8260
01
Firm Overview
AUM
$63.0B
Regulatory assets under management
Employees
225
Total firm employees
Advisors
1
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
Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF PORTFOLIO INCOME
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at EATON VANCE MANAGEMENT
1 registered advisor
Daniel Carl Cataldo
BOSTON, Massachusetts
CRD# 1452466
05
Office Locations
BOSTON, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. EATON VANCE MANAGEMENT (CRD# 104859) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.