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CALLAN CAPITAL, LLC
LA JOLLA, CA
858-551-3800
SEC #801-67379Total AUM
$2.3B
Employees
21Clients
329Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1250 PROSPECT STREET
SUITE 01
LA JOLLA
CA 92037
United States
SUITE 01
LA JOLLA
CA 92037
United States
Operating Hours
7:30 AM TO 3:00 PM
Monday - Friday
Monday - Friday
Phone
858-551-3800
Other Offices
2
Financials
Total AUM
$2.3B
Accounts
1,386Discretionary
$2.3B
Accounts
1,386Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
63AUM
$24M
HNW Individual Clients
263AUM
$2.3B
Pension/Profit Sharing Plan Clients
1AUM
$5.8M
Charitable Organization Clients
1AUM
$6.4M
Corporation or Business Clients
1AUM
$182.4K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING, EXECUTIVE BENEFIT PLANNING, FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILMDMONMNVNYOKTNTXUTVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.