Callan Associates Review


Trust Score 84%
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Callan Associates, federally registered in 1973, is a Registered Investment Advisor (RIA) in 31 state(s) with a licensed staff of 162 advisors. Callan Associates manages $26 billion and provides investment advisory services for 667 clients (1:5 advisor/client ratio).

Fees may vary; please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 5 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $26 billion
Average Account AUM $38,724,814
Hybrid Advisor No
Annual Management Fee Notes Fees may vary; please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:5
Headquarters San Francisco, CA
SEC Filings Forms and Brochures


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