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Wendy Ann Mclaughlin

CALLAHAN CAPITAL MANAGEMENT INC·STEAMBOAT SPRINGS, Colorado
Unclaimed Profile
1169 HILLTOP PKWY, STEAMBOAT SPRINGS, CO 80487-2523CRD# 5489531Firm CRD# 110568
01

About

Wendy Ann Mclaughlin is a registered financial advisor based in STEAMBOAT SPRINGS, Colorado, affiliated with CALLAHAN CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CALLAHAN CAPITAL MANAGEMENT INC
CALLAHAN CAPITAL MANAGEMENT
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CALLAHAN CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5489531
Firm CRD# 110568
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wendy Ann Mclaughlin offer?
Wendy Ann Mclaughlin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in STEAMBOAT SPRINGS, Colorado for a consultation.
What are Wendy Ann Mclaughlin's credentials?
Wendy Ann Mclaughlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Ann Mclaughlin located?
Wendy Ann Mclaughlin is based in STEAMBOAT SPRINGS, Colorado, working with CALLAHAN CAPITAL MANAGEMENT INC. Their office serves clients in the STEAMBOAT SPRINGS metropolitan area and surrounding communities.
How does Wendy Ann Mclaughlin charge for services?
Wendy Ann Mclaughlin'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 CALLAHAN CAPITAL MANAGEMENT INC?
CALLAHAN CAPITAL MANAGEMENT INC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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