Overview
Assets Under Management: $113 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 30
Average Client Assets: $2.4 million
Frequently Asked Questions
CALLAHAN FINANCIAL PLANNING COMPANY 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 #153050), CALLAHAN FINANCIAL PLANNING COMPANY is subject to fiduciary duty under federal law.
CALLAHAN FINANCIAL PLANNING COMPANY is headquartered in OMAHA, NE.
CALLAHAN FINANCIAL PLANNING COMPANY serves 30 high-net-worth clients according to their SEC filing dated February 27, 2018. View client details ↓
According to their SEC Form ADV, CALLAHAN FINANCIAL PLANNING COMPANY offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CALLAHAN FINANCIAL PLANNING COMPANY manages $113 million in client assets according to their SEC filing dated February 27, 2018.
According to their SEC Form ADV, CALLAHAN FINANCIAL PLANNING COMPANY 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: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.83%
Average Client Assets: $2.4 million
Total Client Accounts: 469
Discretionary Accounts: 469
Regulatory Filings
CRD Number: 153050
Filing ID: 1182321
Last Filing Date: 2018-02-27 17:12:00