Overview
Assets Under Management: $327 million
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 817
Discretionary Accounts: 815
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 316124
Last Filing Date: 2025-03-05 00:00:00
Website: https://callahanadvisory.com