Overview
Assets Under Management: $1.2 billion
Headquarters: TAMPA, FL
High-Net-Worth Clients: 206
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 206
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 7,559
Discretionary Accounts: 7,044
Non-Discretionary Accounts: 515
Regulatory Filings
CRD Number: 20999
Filing ID: 2012632
Last Filing Date: 2025-08-28 14:05:00
Website: https://calton.com