Eaton Vance Management Review

Trust Score 92%
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Last updated: June 26th, 2019. Data source: SEC filings.

Eaton Vance Management, federally registered in 1981, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 232 advisors. Eaton Vance Management manages $103.0 billion and provides investment advisory services for 44,007 clients (1:190 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $5,000,000
Average Client Balance $2,339,516
Hybrid Advisor Yes
Disciplinary History No
Total AUM $103.0 billion
Advisor / Client Ratio 1:190
Headquarters Two International Place Boston, MA 02110
SEC Filings Forms and Brochures    (CRD # 104859)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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