CALLAHAN CAPITAL MANAGEMENT INC

CALLAHAN CAPITAL MANAGEMENT
STEAMBOAT SPRINGS, Colorado·2 registered advisors·CRD# 110568
SEC# 801-1104411970-870-8750
01

Firm Overview

AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CALLAHAN CAPITAL MANAGEMENT INC

2 registered advisors
David Bruce Shepard
STEAMBOAT SPRINGS, Colorado
Wendy Ann Mclaughlin
STEAMBOAT SPRINGS, Colorado
05

Office Locations

STEAMBOAT SPRINGS, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. CALLAHAN CAPITAL MANAGEMENT INC (CRD# 110568) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.