Calvert Sloan Advisers LLC is an adviser based in Bethesda. It manages $4.03 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Calvert Sloan Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Calvert Sloan Advisers LLC is $4.03 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Calvert Sloan Advisers LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Barbara Janet Krumsiek has been acting as President since 1 Apr 1997. Jennifer Streaks joined the executive team most recently as the Assistant Secretary.
The principal office where Calvert Sloan Advisers LLC performs its advisory services is located at 4550 Montgomery Avenue, Ste 1000 N, Bethesda, MD 20814, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 301-951-4881 or by fax 301-657-7014. The normal business hours are 8:45 am to 5:30pm on Monday - Friday. You can find more information about the New York firm at edith.lillie@calvertgroup.com.