CALLAN FAMILY OFFICE, LLC

201 King Of Prussia Road
Suite 650
Radnor, Pennsylvania 19087
Tel: (877) 506-7990

About CALLAN FAMILY OFFICE, LLC

CALLAN FAMILY OFFICE, LLC, formally registered with the SEC as CALLAN FAMILY OFFICE, LLC. The firm was established in 01/03/2022. They have over 12 offices throughout the country.

CALLAN FAMILY OFFICE, LLC is a Radnor, Pennsylvania based Financial Planning firm with nearly $4,767,784,116 assets under management, offering retirement planning & investment advisory services to 1229 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317446
SEC#	801-122987
Assets Managed by Firm	$4,767,784,116
No. of Clients	1229
No. of Advisors	38

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1229	$4,767,784,116
High net worth individuals	109	$4,013,215,392
Charitable organizations	12	$747,541,306
Corporations or other businesses	1	$7,027,418

More Retirement Planning firms in Radnor, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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