Eaton Vance Management

Is this your firm? Access your profile

business

Last updated: February 17th, 2020. 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 254 advisors. Eaton Vance Management manages $108.9 billion and provides investment advisory services for 48,002 clients (1:189 advisor/client ratio). This firm does not have a disciplinary history.

Trusted

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 13
Percentage of Advisors Trusted 67%
Minimum Investment $5,000,000
Average Client Balance $2,269,379
Total AUM $108.9 billion
Advisor / Client Ratio 1:189
Headquarters Two International Place Boston, MA 02110
SEC Filings View SEC IAPD 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

SEC data accurate as of 02/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use. Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



×