About CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.
CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC. is a financial advisory firm that provides expert financial guidance to a wide range of clients. With their extensive knowledge and experience in the industry, they are committed to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC. offers a comprehensive range of services to help clients navigate through complex financial matters. These services include financial planning, investment management, retirement planning, tax planning, and wealth management.
Facts and Insights
The following table provides an overview of key facts and insights about CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC. provides a range of financial services to help clients achieve their financial goals. These services include:
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Wealth Management
Client Types
The firm serves a diverse group of clients, including individuals, families, small business owners, and high-net-worth individuals. They tailor their services to meet the unique needs and goals of each client, providing personalized and comprehensive financial solutions.
Fees & Compensation
CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC. charges clients a percentage of assets under management as their primary fee structure. This aligns their interests with those of their clients, as their compensation increases as their clients’ assets grow.
Background
The firm was founded by John and Mary Callahan, who have over 20 years of experience in the financial industry. They are committed to providing clients with unbiased and transparent financial advice, and their team of advisors shares their dedication to client-centric services.
Financial Advisor Disclosures to Know
CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC. maintains a clean record with no disciplinary actions, ensuring that clients can trust their expertise and integrity. They adhere to strict ethical standards and prioritize transparency in all their interactions with clients.