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CALLAN FAMILY OFFICE, LLC
RADNOR, PA
(877) 506-7990
SEC #801-122987Total AUM
$10.2B
Employees
49Clients
190Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
201 KING OF PRUSSIA ROAD
SUITE 650
RADNOR
PA 19087
United States
SUITE 650
RADNOR
PA 19087
United States
Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(877) 506-7990
Other Offices
14
Financials
Total AUM
$10.2B
Accounts
2,697Discretionary
$9.2B
Accounts
2,473Non-Discretionary
$1B
Accounts
224
Clients
HNW Individual Clients
170AUM
$7.1B
Charitable Organization Clients
12AUM
$1B
Investment Advisor Clients
7AUM
$2.1B
Corporation or Business Clients
1AUM
$4.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PHILANTHROPIC CONSULTING, FOUNDATION & PHILANTHROPIC ADMINISTRATION, BUSINESS & TRANSACTION ADVISORY SERVICES, FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.