Callan

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).

Current Firm Details
600 Montgomery Street, Suite 800, San Francisco, CA 94111
http://www.callan.com/
By the Numbers
  • Total Assets Under Management
    22,665
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $2,266,525,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Callan
Showing 1 - 1 of 1 top financial advisors.
1
Ronald Peyton, financial advisor San Francisco CA
Ronald D. Peyton
CRD#: 362048
71 Stevenson Street, Suite 1300, San Francisco, CA 94105
87
Wealthminder
score

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.

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.

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