Overview
Assets Under Management: $261 million
Headquarters: MARBLE FALLS, TX
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 616
Discretionary Accounts: 616
Regulatory Filings
CRD Number: 106918
Filing ID: 1989788
Last Filing Date: 2025-05-14 17:36:00
Website: https://calton.com