Callan

RIASEC Registered
Total AUM
$41.9B
Discretionary
$41.9B
100% of AUM
Avg account
$1.7B
Accounts
25
Employees
202
Advisory reps
6

Firm details

Headquarters
San Francisco, California
CRD number
107687
Registered since
April 16, 1973
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Pension & Profit Sharing Plans77.34%
  • Pooled Investment Vehicles20.73%
  • Charitable Organizations1.11%
  • Corporations / Businesses0.83%
Services
Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Callan operates as a limited liability company focused on institutional clients. The firm is an institutional RIA and has been registered with the SEC since 1973. Callan describes itself as a capital allocator and provides portfolio management for businesses and institutions, pension consulting, and selection-of-other-advisers services. Its fee approaches include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Callan is not characterized as an active ESG investor. The firm received recognition from investor.com as one of the "Top RIA Firms to Watch" in 2020.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Bush St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth