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Building 2CALLAHAN FINANCIAL

Map pinCINCINNATI, OH
Phone(513) 421-0800
NotebookSEC #801-114923
Total AUM
$165.4M
Employees
6
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9428 KENWOOD ROAD
CINCINNATI
OH 45242
United States
Operating Hours
8-5
Monday - Friday
Phone
(513) 421-0800

ReceiptFinancials

Total AUM
$165.4M
Accounts
528
Discretionary
$165.4M
Accounts
528
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
240
AUM
$45M
HNW Individual Clients
112
AUM
$117.3M
Pension/Profit Sharing Plan Clients
2
AUM
$504.6K
Charitable Organization Clients
1
AUM
$2.2K
Corporation or Business Clients
3
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOH

HandshakeAffiliates

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

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