Callan (CRD# 107687) is a financial advisory firm headquartered in San Francisco, CA. They manage $22,665,253,709 in 10 accounts and serve the financial needs of clients across 31 states (or territories).
Total Assets Under Management22,665MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$2,266,525,371
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, PA, TN, TX, VA, VT, WA, WI
Ronald Peyton (CRD# 362048) is an Investment Advisor Representative working at Callan in San Francisco, CA and has 1 year of experience in the finance industry.