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Calton & Associates, Inc.

● SEC registered since 2009CRD 20999SEC# 801-70036Tampa, FL
Export (members)
Reg. AUM
$1.22B
Employees
515
Accounts
7,559
Location
Tampa, FL

Calton & Associates, Inc. assets under management

Calton & Associates, Inc. is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2009. It reports $1.2 billion in regulatory assets under management and employs 515 people.

Calton & Associates, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Adeline Carmela CiccatiTrustee Of The Louis Ciccati And Adeline Carmela Ciccati Revocable TrustUnder 5%2017
Austin Louis CiccatiShareholderUnder 5%2014
Carly Marie CiccatiShareholderUnder 5%2014
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Frequently asked questions

How much does Calton & Associates, Inc. manage?

Calton & Associates, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Calton & Associates, Inc. have?

Calton & Associates, Inc. reports 515 employees.

Where is Calton & Associates, Inc. located?

Calton & Associates, Inc. is based in Tampa, FL and has been SEC-registered since 2009.

Does Calton & Associates, Inc. disclose fund performance?

Calton & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2701 N. Rocky Point Drive, Suite 1000, Tampa, FL 33607
Phone813-264-0440
Fax813-264-9712
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK822648
Discloses disciplinary historyYes

Assets under management

Discretionary$1.13B
Non-discretionary$86.9M
Total (RAUM)$1.22B