How does the advisor help clients – Key Takeaways:
CALLAHAN ADVISORS, LLC is dedicated to providing unparalleled financial expertise to its clients. With years of experience and a team of skilled advisors, the firm is committed to helping clients achieve their financial goals and secure their future.
Facts and Insights
CALLAHAN ADVISORS, LLC was founded in 2005 and has since grown to become one of the leading financial advisory firms in the industry. The firm is headquartered in New York City and has multiple offices located throughout the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 35 | 16 |
The above numbers speak to the success and growth of CALLAHAN ADVISORS, LLC. The firm has managed to consistently increase its assets under management and expand its team of advisors, solidifying its reputation as a top financial advisory firm.
Financial Services Offered
CALLAHAN ADVISORS, LLC offers a wide range of financial services to its clients, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s financial well-being are taken into consideration.
Client Types
CALLAHAN ADVISORS, LLC works with a diverse range of clients, including:
- High net worth individuals
- Corporate executives
- Small business owners
- Non-profit organizations
- Retirees
The firm is equipped to handle the unique financial needs of each client and prides itself on providing personalized solutions that are tailored to their specific goals and objectives.
Fees & Compensation
CALLAHAN ADVISORS, LLC follows a transparent fee structure that is based on a percentage of assets under management. The firm also offers fee-only services, meaning they do not earn commissions for selling financial products. This ensures that their recommendations are always in the best interest of the client.
Background
The team at CALLAHAN ADVISORS, LLC is comprised of experienced financial professionals with diverse backgrounds and areas of expertise. The firm prides itself on its commitment to ongoing education and staying up-to-date on the latest trends and strategies in the financial industry.
Financial Advisor Disclosures to Know
CALLAHAN ADVISORS, LLC is a registered investment advisor, meaning they are held to a fiduciary standard and are legally obligated to act in the best interest of their clients. The firm is also required to disclose any potential conflicts of interest or disciplinary actions. Clients can have confidence in the firm’s transparency and dedication to their financial well-being.