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Home > Retirement Planners > california > la jolla > CALLAN CAPITAL, LLC
CALLAN CAPITAL, LLC
1250 Prospect Street
Suite 01
La Jolla, California 92037
Tel: 858-551-3800
About CALLAN CAPITAL, LLC
CALLAN CAPITAL, LLC, formally registered with the SEC as CALLAN CAPITAL, LLC. The firm was established in 01/03/2007. They have over 2 offices throughout the country.
CALLAN CAPITAL, LLC is a La Jolla, California based Financial Planning firm with nearly $1,883,798,871 assets under management, offering retirement planning & investment advisory services to 1288 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142527 |
| SEC# | 801-67379 |
| Assets Managed by Firm | $1,883,798,871 |
| No. of Clients | 1288 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (INVESTMENT CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1288 | $1,883,798,871 |
| Individuals (other than high net worth individuals) | 61 | $10,526,546 |
| High net worth individuals | 253 | $1,856,894,505 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,983,191 |
| Charitable organizations | Fewer than 5 clients | $11,185,226 |
| Corporations or other businesses | Fewer than 5 clients | $209,403 |
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