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Building 2CALLAHAN WEALTH ADVISORY

Map pin
Phone410-712-6220
NotebookSEC #801-122369
Total AUM
$372.2M
Employees
4
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
BY APPOINTMENT
Phone
410-712-6220

ReceiptFinancials

Total AUM
$372.2M
Accounts
867
Discretionary
$372.2M
Accounts
867
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
185
AUM
$25.4M
HNW Individual Clients
100
AUM
$327.6M
Charitable Organization Clients
5
AUM
$19.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNHPATXVA

HandshakeAffiliates

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

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