Timothy
Sittler

Calton & Associates, Inc

CRD#4798656
Investment Advisor
in Austin, TX
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About this Advisor

Timothy Sittler is a certified financial planner operating in Austin, Texas, with 10 years of professional experience. Sittler works at Calton & Associates, Inc. Over the course of their career, they have held roles at Ubs Financial Services Inc, Calton & Associates, Inc and P1 Capital LLC. Sittler maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Calton & Associates, Inc is an advisory firm operating out of Austin, Texas. The investment advisory business has offices in 76 locations and a total of 338 financial advisors. It handles $940 million in assets under management across its 5,518 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides services to three charitable organizations. Of its 5,518 customer accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services are offered. However, fees charged by Calton & Associates, Inc likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2700 Via Fortuna Suite 100
Austin, TX 78746

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Calton & Associates, Inc Brokerage Details

Total Assets Under Management

$1,067,007,652

TX Average: $1,855,561,029
Total Number of Employees

362

TX Average: 62
Total Number of Accounts

6,315

TX Average: 2,474
Average Account Size

$168,964

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Timothy Sittler Work History

Timothy has 10 years of experience.

2018 - Present (1 year)

Calton & Associates, Inc

2017 - 2018 (1 year)

P1 Capital LLC

2017 - 2018 (1 year)

P1 Capital LLC

2008 - 2017 (9 years)

Ubs Financial Services Inc

Disclosures

Timothy Sittler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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