Assets Under Management
$1.2B
Number of Clients
6,062
Number of Advisors
223
Average Client AUM
$201K
AUM per Advisor
$5.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Calton & Associates is a registered investment adviser and broker/dealer. They offer fee-based investment advisory services, including financial planning and asset management. IARs may also act as registered representatives and insurance agents, creating potential conflicts of interest.
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607