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
By the Numbers
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Total Assets Under Management22,665MILLION
-
Total Number of Accounts10ACCOUNTS
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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

Registered Investment Advisor
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
1
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.
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