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CALLAHAN CAPITAL MANAGEMENT
1169 Hilltop Pkwy
106a
Steamboat Springs, Colorado 80487-2523
Tel: 970-870-8750
About CALLAHAN CAPITAL MANAGEMENT
CALLAHAN CAPITAL MANAGEMENT, formally registered with the SEC as CALLAHAN CAPITAL MANAGEMENT. The firm was established in 04/17/2017. They have over 2 offices throughout the country.
CALLAHAN CAPITAL MANAGEMENT is a Steamboat Springs, Colorado based Financial Planning firm with nearly $179,572,366 assets under management, offering retirement planning & investment advisory services to 363 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110568 |
| SEC# | 801-110441 |
| Assets Managed by Firm | $179,572,366 |
| No. of Clients | 363 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 363 | $179,572,366 |
| Individuals (other than high net worth individuals) | 337 | $81,793,219 |
| High net worth individuals | 61 | $97,779,147 |
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