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Building 2CALLAHAN FINANCIAL PLANNING

Map pinTREYNOR, IA
Phone(800) 991-5195
NotebookSEC #801-121322
Total AUM
$86.3M
Employees
3
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 E MAIN ST.
TREYNOR
IA 51575
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(800) 991-5195
Other Offices
4

ReceiptFinancials

Total AUM
$86.3M
Accounts
320
Discretionary
$83.6M
Accounts
310
Non-Discretionary
$2.7M
Accounts
10

ContactClients

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Individual Clients
67
AUM
$36.1M
HNW Individual Clients
20
AUM
$50.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAIANE

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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