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Last updated: February 18th, 2020. 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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||46|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$30,358,449|
|Total AUM||$19.9 billion|
|Advisor / Client Ratio||1:5|
|Headquarters||San Francisco, CA|
|SEC Filings||View SEC IAPD 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|