Unclaimed Profile

James Andrew Callahan

CALLAN LLC·SAN FRANCISCO, California

Clean recordCALLAN LLC

ONE BUSH STREET, SAN FRANCISCO, CA 94104CRD# 2292060Firm CRD# 107687

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Andrew Callahan · SAN FRANCISCO, CA

Registration

CRD #2292060 · CALLAN LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Andrew Callahan is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CALLAN LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CALLAN LLC

CALLAN

AUM

$34.2B

Regulatory assets under management

Employees

201

Total firm employees

View all advisors at CALLAN LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: A PERCENTAGE OF ASSETS ON WHICH WE CONSULT

Regulatory

SEC/IARD CRD# 2292060

Firm CRD# 107687

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Andrew Callahan offer?

James Andrew Callahan specializes in Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are James Andrew Callahan's credentials?

James Andrew Callahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Andrew Callahan located?

James Andrew Callahan is based in SAN FRANCISCO, California, working with CALLAN LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does James Andrew Callahan charge for services?

James Andrew Callahan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets on which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALLAN LLC?

CALLAN LLC has approximately 201 employees and manages $34.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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