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Building 2CALVERT INVESTMENT COUNSEL

Map pinHUNT VALLEY, MD
Phone410-435-3270
NotebookSEC #801-64324
Total AUM
$123M
Employees
4
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 NORTH PARK DRIVE
SUITE 201
HUNT VALLEY
MD 21030-1801
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
410-435-3270

ReceiptFinancials

Total AUM
$123M
Accounts
205
Discretionary
$101M
Accounts
181
Non-Discretionary
$22M
Accounts
24

ContactClients

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Individual Clients
60
AUM
$19M
HNW Individual Clients
47
AUM
$89.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Charitable Organization Clients
1
AUM
$8.5M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNHVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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