Investment adviser · CRD 105166
LAW OFFICE OF JOHN L. CALTON
Investment adviser filing (IA)
CALTON JOHN LOWELL
· Form ADV filed Apr 30, 2012
- Regulatory AUM
- $74.7M Form ADV · Item 5.F
- Client accounts
- 281 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 105166
Filing source
Form ADV 643960 · Apr 30, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.