Aspen Lynn West

CFP

Calton & Associates, INC.

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning

Calton & Associates, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

223 advisors

Number of Clients

6,062 clients

Average Client Portfolio

$201K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$50K

Location

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aspen is the CFO and Director of Operations for Leak Science, LLC, handling financials, hiring, and logistics. This non-investment related activity takes about 10-20% of Aspen's time.