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William Peter Callan

DECLARATION MANAGEMENT & RESEARCH LLC·MCLEAN, Virginia
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1800 TYSONS BOULEVARD, MCLEAN, VA 22102-4858CRD# 1918639Firm CRD# 105930
01

About

William Peter Callan is a registered financial advisor based in MCLEAN, Virginia, affiliated with DECLARATION MANAGEMENT & RESEARCH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
DECLARATION MANAGEMENT & RESEARCH LLC
DECLARATION MANAGEMENT & RESEARCH LLC
AUM
$4.7B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DECLARATION MANAGEMENT & RESEARCH LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1918639
Firm CRD# 105930
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Peter Callan offer?
William Peter Callan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
What are William Peter Callan's credentials?
William Peter Callan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Peter Callan located?
William Peter Callan is based in MCLEAN, Virginia, working with DECLARATION MANAGEMENT & RESEARCH LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does William Peter Callan charge for services?
William Peter Callan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DECLARATION MANAGEMENT & RESEARCH LLC?
DECLARATION MANAGEMENT & RESEARCH LLC has approximately 3 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MCLEAN
Andrew Frank Jose — FJ CAPITAL MANAGEMENT LLCCharles Robert Devaney — CAPITAL ONE ADVISORS, LLCMaria Alexia Burke — OUTFITTER ADVISORS, LTD.Frank Matthew Zecca — OCTAGON FINANCIAL SERVICES INCJerrold Gonzalez Mauricio — CAPITAL ONE ADVISORS, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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