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Daniel Patrick Callahan

CAPASSO PLANNING PARTNERS LLC·CHARLESTON, South Carolina
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635 EAST BAY STREET, CHARLESTON, SC 29403CRD# 6111894Firm CRD# 294673
01

About

Daniel Patrick Callahan is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with CAPASSO PLANNING PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPASSO PLANNING PARTNERS LLC
CAPASSO PLANNING PARTNERS LLC
AUM
$333M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CAPASSO PLANNING PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6111894
Firm CRD# 294673
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Patrick Callahan offer?
Daniel Patrick Callahan specializes in Financial Planning, Investment Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Daniel Patrick Callahan's credentials?
Daniel Patrick Callahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Callahan located?
Daniel Patrick Callahan is based in CHARLESTON, South Carolina, working with CAPASSO PLANNING PARTNERS LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Daniel Patrick Callahan charge for services?
Daniel Patrick Callahan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPASSO PLANNING PARTNERS LLC?
CAPASSO PLANNING PARTNERS LLC has approximately 9 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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