Callahan Investment Advisor, LLC

Callahan Investment Advisor, LLC (CRD# 169447) is a financial advisory firm headquartered in , . They manage $20,587,684 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $447,558
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL

Financial Advisors at Callahan Investment Advisor, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Callahan, financial advisor Navarre FL
Stephen A. Callahan
CRD#: 2291501
Navarre, FL

Stephen Callahan (CRD# 2291501) is an Investment Advisor Representative working at Callahan Investment Advisor, LLC in Navarre, FL and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals