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
Dennis Dachtler (CRD# 1348432) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 27 years of experience in the finance industry.
Kirk Domke (CRD# 2278103) is an Investment Advisor Representative working at Calton & Associates, Inc. in Brookfield, WI and has over 31 years of experience in the finance industry.
Jai Doshi (CRD# 2769321) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.
Robert Dwonch (CRD# 2200793) is an Investment Advisor Representative working at Calton & Associates, Inc. in Boise, ID and has over 31 years of experience in the finance industry.
Jason Edwards (CRD# 4182788) is an Investment Advisor Representative working at Calton & Associates, Inc. in Winter Park, FL and has over 19 years of experience in the finance industry.
Bennett Ely (CRD# 721298) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 43 years of experience in the finance industry.
Jerry Everwine (CRD# 203344) is an Investment Advisor Representative working at Calton & Associates, Inc. in Vineland, NJ and has over 22 years of experience in the finance industry.
Shayne Fickling (CRD# 4119454) is an Investment Advisor Representative working at Calton & Associates, Inc. in Verona, WI and has over 24 years of experience in the finance industry.
Bruce Gentilella (CRD# 1402340) is an Investment Advisor Representative working at Calton & Associates, Inc. in Oakland, FL and has over 22 years of experience in the finance industry.
Michael Gentilella (CRD# 5650822) is an Investment Advisor Representative working at Calton & Associates, Inc. in Oakland, FL and has over 8 years of experience in the finance industry.