Assets Under Management
$57.4M
Number of Clients
92
Number of Advisors
5
Average Client AUM
$624K
AUM per Advisor
$11.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
MTAM offers investment management services, including portfolio management and sub-advisor selection, and financial planning services, such as retirement planning, college funding, and estate planning implications. Services are tailored to individual client needs and objectives. MTAM is a wholly-owned subsidiary of Calton & Associates, Inc.
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607