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Eaton Vance Management

Headquartered in BOSTON, MA

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Firm Information

Eaton Vance Management is an investment advisor headquartered in BOSTON, MA. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers. Eaton Vance Management has approximately $63.04 billion in regulatory assets under management.

Eaton Vance Management

ONE POST OFFICE SQUARE

BOSTON, MA 02109

$63.04B

Assets Under Management

8

Total Clients

133

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of portfolio income

Branch Locations (9)

EATON VANCE MANAGEMENT has a total of 9 branch locations across the country.
location

Santa Monica, CA

location

Charlotte, NC

location

BOSTON, MA

location

New York, NY

location

CHERRY HILLS VILLAGE, CO

location

Elmhurst, IL

location

Boston, MA

location

Medfield, MA

location

Milton, GA

Advisors at Eaton Vance Management

View All 133 Advisors
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Daniel John Sullivan

RA

BOSTON, MA

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Andrew John Leimenstoll

RA

BOSTON, MA

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Juliette Margo Lavoye

RA

BOSTON, MA

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Allison Marie Devine

RA

BOSTON, MA

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Lira B Lynch

RA

BOSTON, MA

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Peggy Anne Glanzman

RA

BOSTON, MA

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Robert Ryan Curtis

RA

BOSTON, MA

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John Andrew Cullen

RA

BOSTON, MA

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Disclosures

There are no public disclosures for Eaton Vance Management.

Frequently Asked Questions (7)

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