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).
-
Total Assets Under Management1,059MILLION
-
Total Number of Accounts6,846ACCOUNTS
-
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
Bryson Macchione (CRD# 4647453) is an Investment Advisor Representative working at Calton & Associates, Inc. in Lakeland, FL and has over 14 years of experience in the finance industry.
Kevin Marsh (CRD# 2006082) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 34 years of experience in the finance industry.
Mary McAlpine (CRD# 5559176) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Michael McKenzie (CRD# 328817) is an Investment Advisor Representative working at Calton & Associates, Inc. in Sequim, WA and has over 38 years of experience in the finance industry.
Lewis Medlin (CRD# 1467679) is an Investment Advisor Representative working at Calton & Associates, Inc. in Carthage, MO and has over 37 years of experience in the finance industry.
Stephen Meikle (CRD# 5468418) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 16 years of experience in the finance industry.
James Mershon (CRD# 2149800) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 32 years of experience in the finance industry.
Klaus Miodov (CRD# 1591145) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 30 years of experience in the finance industry.
Brian Mohan (CRD# 1549373) is an Investment Advisor Representative working at Calton & Associates, Inc. in Sarasota, FL and has over 36 years of experience in the finance industry.
Joseph Monko (CRD# 2615219) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 28 years of experience in the finance industry.