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CALLAN

Tel: 415-974-5060
One Bush Street
Suite 700
San Francisco, California  94104

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CALLAN

CALLAN is a San Francisco, California based financial advisory firm with nearly $34,232,897,326 in assets under management and provides investment advisory services for 26 clients. There are currently 201 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (ASSET OWNER CONSULTING AND EDUCATION)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS ON WHICH WE CONSUL

Firm CRD#:

107687

SEC#:

801-9219

No. of Clients:

26

Assets under Management

$34,232,897,326

No. of Advisors:

201

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