Callan Associates

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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.

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Considerations

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The Trust algorithm did not surface any considerations for this firm. Checks take place monthly.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 46
Percentage of Advisors Trusted 100%
Minimum Investment $0
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

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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