Overview
Assets Under Management: $6.1 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 1,074
Average Client Assets: $4.3 million
Frequently Asked Questions
EATON VANCE INVESTMENT COUNSEL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132047), EATON VANCE INVESTMENT COUNSEL is subject to fiduciary duty under federal law.
EATON VANCE INVESTMENT COUNSEL is headquartered in BOSTON, MA.
EATON VANCE INVESTMENT COUNSEL serves 1,074 high-net-worth clients according to their SEC filing dated November 09, 2018. View client details ↓
According to their SEC Form ADV, EATON VANCE INVESTMENT COUNSEL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EATON VANCE INVESTMENT COUNSEL manages $6.1 billion in client assets according to their SEC filing dated November 09, 2018.
According to their SEC Form ADV, EATON VANCE INVESTMENT COUNSEL serves high-net-worth individuals and institutional clients. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,074
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.36%
Average Client Assets: $4.3 million
Total Client Accounts: 2,540
Discretionary Accounts: 2,353
Non-Discretionary Accounts: 187
Regulatory Filings
CRD Number: 132047
Filing ID: 1250711
Last Filing Date: 2018-11-09 11:26:00