CALLAN LLC

CALLAN
SAN FRANCISCO, California·10 registered advisors·CRD# 107687
SEC# 801-92195415-974-5060
01

Firm Overview

AUM
$34.2B
Regulatory assets under management
Employees
201
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS ON WHICH WE CONSULT
03

Specialties

Wealth Management
04

Advisors at CALLAN LLC

10 registered advisors
Ann C De Luce
SAN FRANCISCO, California
David Francis Bonnette
SAN FRANCISCO, California
Gregory C Allen
SAN FRANCISCO, California
Inga B Sweet
SAN FRANCISCO, California
James Andrew Callahan
SAN FRANCISCO, California
Jennifer Gallo
SAN FRANCISCO, California
Michael Joseph Oleary
SAN FRANCISCO, California
Ronald Douglas Peyton
SAN FRANCISCO, California
Shalaka Kachare
SAN FRANCISCO, California
Susan Lynn Taylor-Hambly
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
10 advisors

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Data sourced from SEC Form ADV filings. CALLAN LLC (CRD# 107687) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.