Calton & Associates is an investment advisor in Tampa with $970.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
592845944
SEC advisor number
801-70036
FINRA CRD number
20999
AUM ?
$1.06 bn
(as of 5 Mar 24)
Accounts
6,846
(as of 5 Mar 24)
Employees
515
(221 investment advisory or research)
Address
Calton & Associates
2701 N ROCKY POINT DRIVE
SUITE 1000
TAMPA
FL 33607
2701 N ROCKY POINT DRIVE
SUITE 1000
TAMPA
FL 33607
Phone
813-264-0440
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22