Callan Associates Review

Trust Score 99%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Callan Associates, federally registered in 1973, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 164 advisors. Callan Associates manages $19.9 billion and provides investment advisory services for 657 clients (1:5 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $30,358,449
Hybrid Advisor No
Disciplinary History No
Total AUM $19.9 billion
Advisor / Client Ratio 1:5
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 107687)
State(s) Registered AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NY, NC, OH, OR, PA, TN, TX, VT, VA, WA, WI

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