Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > tampa > CALTON & ASSOCIATES, INC.
CALTON & ASSOCIATES, INC.
2701 N. Rocky Point Drive
Suite 1000
Tampa, Florida 33607
Tel: 813-264-0440
About CALTON & ASSOCIATES, INC.
CALTON & ASSOCIATES, INC, formally registered with the SEC as CALTON & ASSOCIATES, INC. The firm was established in 04/07/2009. They have over 150 offices throughout the country.
CALTON & ASSOCIATES, INC. is a Tampa, Florida based Financial Planning firm with nearly $1,216,021,701 assets under management, offering retirement planning & investment advisory services to 7559 clients. The firm is staffed with 515 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 20999 |
| SEC# | 801-70036 |
| Assets Managed by Firm | $1,216,021,701 |
| No. of Clients | 7559 |
| No. of Advisors | 515 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Performance Based
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7559 | $1,216,021,701 |
| Individuals (other than high net worth individuals) | 5725 | $794,480,802 |
| High net worth individuals | 206 | $392,869,684 |
| Pension and profit sharing plans | 131 | $28,671,215 |
More Retirement Planning firms in Tampa, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Tampa, Florida