Callan Capital, LLC
Callan Capital, LLC (CRD# 142527) is a financial advisory firm headquartered in La Jolla, CA. They manage $1,883,798,871 in 1,288 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,884MILLION
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Total Number of Accounts1,288ACCOUNTS
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Average Account Value$1,462,577
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, NM, NY, OK, TN, TX, UT, VA, WA
Jessica Cafferata (CRD# 5542746) is an Investment Advisor Representative working at Callan Capital, LLC in Highland Village, TX and has over 15 years of experience in the finance industry.
Ryan Callan (CRD# 4469755) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 21 years of experience in the finance industry.
Timothy Callan (CRD# 3092202) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 23 years of experience in the finance industry.
Trevor Callan (CRD# 2280106) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 31 years of experience in the finance industry.
Christopher Willingham (CRD# 6564536) is an Investment Advisor Representative working at Callan Capital, LLC in Austin, TX and has over 6 years of experience in the finance industry.
Nomathemba Nkala-Hendon (CRD# 6446848) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has 1 year of experience in the finance industry.