Calton & Associates, Inc.
Calton & Associates, Inc. (CRD# 20999) is a financial advisory firm headquartered in Tampa, FL. They manage $1,059,090,559 in 6,846 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,059MILLION
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Total Number of Accounts6,846ACCOUNTS
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Average Account Value$154,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Oliver Williamson (CRD# 4642029) is an Investment Advisor Representative working at Calton & Associates, Inc. in Pikeville, KY and has over 20 years of experience in the finance industry.
Wesley Wilt (CRD# 1346826) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ansonia, OH and has over 38 years of experience in the finance industry.
Dennis Witthoeft (CRD# 1631137) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 37 years of experience in the finance industry.
Larry Woods (CRD# 1346740) is an Investment Advisor Representative working at Calton & Associates, Inc. in Clinton Township, MI and has over 39 years of experience in the finance industry.
Michael Woods (CRD# 6157391) is an Investment Advisor Representative working at Calton & Associates, Inc. in Escondido, CA and has over 10 years of experience in the finance industry.
Philip Ambrose (CRD# 6948422) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tallahassee, FL and has over 5 years of experience in the finance industry.
Patrick Eghlidi (CRD# 7195754) is an Investment Advisor Representative working at Calton & Associates, Inc. in Newburg, OR and has over 4 years of experience in the finance industry.
Fernando Fussa Ocasio (CRD# 2471569) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 28 years of experience in the finance industry.
Nicholas Gleisner (CRD# 7768883) is an Investment Advisor Representative working at Calton & Associates, Inc. in Mesa, AZ and has 1 year of experience in the finance industry.
Richard Jarvey (CRD# 2714283) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 28 years of experience in the finance industry.