CALLAHAN ADVISORS, LLC

3555 Timmons Lane
Suite 600
Houston, Texas 77027
Tel: 713-572-3366

About CALLAHAN ADVISORS, LLC

CALLAHAN ADVISORS, LLC, formally registered with the SEC as CALLAHAN ADVISORS, LLC. The firm was established in 04/25/2003. They have over 1 offices throughout the country.

CALLAHAN ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $932,947,839 assets under management, offering retirement planning & investment advisory services to 1233 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114058
SEC#	801-61981
Assets Managed by Firm	$932,947,839
No. of Clients	1233
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1233	$932,947,839
Individuals (other than high net worth individuals)	179	$57,811,437
High net worth individuals	213	$857,441,145
Charitable organizations	13	$17,695,257

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