WEALTHCOR LLC

CALLAHAN FINANCIAL
CINCINNATI, Ohio·2 registered advisors·CRD# 282449
SEC# 801-1149230(513) 421-0800
01

Firm Overview

AUM
$165M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTHCOR LLC

2 registered advisors
Joseph Patrick Callahan
CINCINNATI, Ohio
Kevin James Egan
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. WEALTHCOR LLC (CRD# 282449) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.