Overview
Assets Under Management: $86 million
Headquarters: TREYNOR, IA
High-Net-Worth Clients: 20
Average Client Assets: $2.5 million
Frequently Asked Questions
CALLAHAN FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314571), CALLAHAN FINANCIAL PLANNING is subject to fiduciary duty under federal law.
CALLAHAN FINANCIAL PLANNING is headquartered in TREYNOR, IA.
CALLAHAN FINANCIAL PLANNING serves 20 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, CALLAHAN FINANCIAL PLANNING offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CALLAHAN FINANCIAL PLANNING manages $86 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, CALLAHAN FINANCIAL PLANNING serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.10%
Average Client Assets: $2.5 million
Total Client Accounts: 320
Discretionary Accounts: 310
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 314571
Filing ID: 1974093
Last Filing Date: 2025-03-31 15:37:00