Callan

RIASEC Registered

Total AUM

$41.9B

Discretionary

$41.9B

100% of AUM

Avg account

$1.7B

Accounts

Employees

202

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 107687
Registered since: April 16, 1973
Website: www.callan.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans77.34%
Pooled Investment Vehicles20.73%
Charitable Organizations1.11%
Corporations / Businesses0.83%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Callan operates as a limited liability company focused on institutional clients. The firm is an institutional RIA and has been registered with the SEC since 1973. Callan describes itself as a capital allocator and provides portfolio management for businesses and institutions, pension consulting, and selection-of-other-advisers services. Its fee approaches include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Callan is not characterized as an active ESG investor. The firm received recognition from investor.com as one of the "Top RIA Firms to Watch" in 2020.