Callahan Capital Management
Callahan Capital Management (CRD# 110568) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $150,449,676 in 1,167 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management150MILLION
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Total Number of Accounts1,167ACCOUNTS
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Average Account Value$128,920
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, TX, WA
Peter Johnson (CRD# 4581669) is an Investment Advisor Representative working at Callahan Capital Management in Highlands Ranch, CO and has over 14 years of experience in the finance industry.
Harold Kirschner (CRD# 4566673) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has over 23 years of experience in the finance industry. Harold Kirschner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John McCollum (CRD# 6782261) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has over 6 years of experience in the finance industry.
David Shepard (CRD# 5030899) is an Investment Advisor Representative working at Callahan Capital Management in Steamboat Springs, CO and has over 11 years of experience in the finance industry.