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James Lawrence Callinan

CALLINAN ASSET MANAGEMENT LLC·SAN FRANCISCO, California
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ONE MARITIME PLAZA, SAN FRANCISCO, CA 94111CRD# 2798419Firm CRD# 164862
01

About

James Lawrence Callinan is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CALLINAN ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CALLINAN ASSET MANAGEMENT LLC
CALLINAN ASSET MANAGEMENT LLC
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CALLINAN ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2798419
Firm CRD# 164862
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Lawrence Callinan offer?
James Lawrence Callinan specializes in Retirement Planning, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are James Lawrence Callinan's credentials?
James Lawrence Callinan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lawrence Callinan located?
James Lawrence Callinan is based in SAN FRANCISCO, California, working with CALLINAN ASSET MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does James Lawrence Callinan charge for services?
James Lawrence Callinan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALLINAN ASSET MANAGEMENT LLC?
CALLINAN ASSET MANAGEMENT LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Research
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