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CALTON & ASSOCIATES, INC.
Tel: 813-264-0440
2701 N. Rocky Point Drive Suite 1000
Tampa, Florida 33607
CALTON & ASSOCIATES, INC.
CALTON & ASSOCIATES, INC. is a Tampa, Florida based financial advisory firm with nearly $1,216,021,701 in assets under management and provides investment advisory services for 7559 clients. There are currently 515 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based
Firm CRD#:
20999
SEC#:
801-70036
No. of Clients:
7559
Assets under Management
$1,216,021,701
No. of Advisors:
515
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