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Building 2CALLAHAN CAPITAL MANAGEMENT

Map pinSTEAMBOAT SPRINGS, CO
Phone970-870-8750
NotebookSEC #801-110441
Total AUM
$217.5M
Employees
5
Clients
389

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1169 HILLTOP PKWY
106A
STEAMBOAT SPRINGS
CO 80487-2523
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
970-870-8750
Other Offices
1

ReceiptFinancials

Total AUM
$217.5M
Accounts
1,248
Discretionary
$215.9M
Accounts
1,247
Non-Discretionary
$1.5M
Accounts
1

ContactClients

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Individual Clients
327
AUM
$80.3M
HNW Individual Clients
62
AUM
$137.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLANEOHORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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