Callahan & Callahan Asset Management, Inc.
Callahan & Callahan Asset Management, Inc. (CRD# 137293) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $8,157,409 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Callahan & Callahan Asset Management, Inc.
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$2,719,136
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Callahan & Callahan Asset Management, Inc.
1
Millicent Callahan (CRD# 1439873) is an Investment Advisor Representative working at Callahan & Callahan Asset Management, Inc. in Woodland Hills, CA and has over 38 years of experience in the finance industry.
2
Stephen Callahan (CRD# 1898482) is an Investment Advisor Representative working at Callahan & Callahan Asset Management, Inc. in Woodland Hills, CA and has over 35 years of experience in the finance industry.
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