Ciccati, Randall, Lee

Ownership stakes

• Calton & Associates, Inc.
  Ceo / Director · 50% – 75% · Dec 2024
• Mutual Trust Asset Mgmt., Inc.
  Ceo/Director · Less than 5% · Oct 2024
• Dominion Portfolio Management, Inc.
  Ceo/Director · Less than 5% · Mar 2024
• Peakshares Llc
  Chief Executive Officer · 25% – 50% · Feb 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗