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
Gary Jund (CRD# 262677) is an Investment Advisor Representative working at Calton & Associates, Inc. in Milwaukee, WI and has over 29 years of experience in the finance industry.
Ronald Kerher (CRD# 1012967) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 41 years of experience in the finance industry.
Darren Klump (CRD# 4934856) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 16 years of experience in the finance industry.
Robert Kozlowski (CRD# 839901) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tempe, AZ and has over 44 years of experience in the finance industry.
Mark Lamkin (CRD# 2121510) is an Investment Advisor Representative working at Calton & Associates, Inc. in Louisville, KY and has over 33 years of experience in the finance industry.
Reed Lengel (CRD# 1040063) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 41 years of experience in the finance industry.
Paul Lieu (CRD# 2591168) is an Investment Advisor Representative working at Calton & Associates, Inc. in Huntington Beach, CA and has over 29 years of experience in the finance industry.
Ralph Loffredo (CRD# 1615459) is an Investment Advisor Representative working at Calton & Associates, Inc. in Spring Hill, FL and has over 29 years of experience in the finance industry.
M F Long (CRD# 1778299) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 36 years of experience in the finance industry.
Becky Lynch (CRD# 1899295) is an Investment Advisor Representative working at Calton & Associates, Inc. in Hagerstown, MD and has over 35 years of experience in the finance industry.