Falists
← Back to search

CALVERT IMPACT ADVISORY SERVICES, LLC

CRD 326022 · SEC 801-128731

Visit website

7550 WISCONSIN AVENUE, 8TH FLOOR, BETHESDA, MD, 20814, United States

Phone

1-800-248-0337

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$197.8M

Discretionary AUM

$197.8M

Team

9 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles1$197.8M

States served

MD

All web addresses on file

Official SEC filing: View on IAPD