CALLAHAN WEALTH ADVISORY, LLC

CALLAHAN WEALTH ADVISORY
2 registered advisors·CRD# 316124
SEC# 801-1223690410-712-6220
01

Firm Overview

AUM
$268M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CALLAHAN WEALTH ADVISORY, LLC

2 registered advisors
Colin Michael Callahan
ORLANDO, Florida
Natalia B Callahan
ORLANDO, Florida
05

Office Locations

ORLANDO, Florida
2 advisors

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Data sourced from SEC Form ADV filings. CALLAHAN WEALTH ADVISORY, LLC (CRD# 316124) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.