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CALLAN CAPITAL, LLC

Tel: 858-551-3800
1250 Prospect Street
Suite 01
La Jolla, California  92037

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CALLAN CAPITAL, LLC

CALLAN CAPITAL, LLC is a La Jolla, California based financial advisory firm with nearly $1,883,798,871 in assets under management and provides investment advisory services for 1288 clients. There are currently 18 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (INVESTMENT CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

142527

SEC#:

801-67379

No. of Clients:

1288

Assets under Management

$1,883,798,871

No. of Advisors:

18

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