Callan Associates Inc.

Callan Associates Inc. (CRD# 107687) is a financial advisory firm headquartered in San Francisco, CA. They manage $21,235,426,581 in 9 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    21,235
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $2,359,491,842
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 Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
1
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 Associates Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

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