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

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