How Does Callan Capital, LLC Help Clients – Key Takeaways:
Callan Capital, LLC is a financial advisory firm, dedicated to providing personalized and comprehensive financial solutions to their clients. Their team of experienced advisors are committed to helping individuals, families, and businesses achieve their financial goals and secure their financial future.
Facts and Insights
- Founded in 2007, Callan Capital, LLC has over 14 years of experience in the financial services industry.
- The firm is headquartered in San Diego, California, and has a strong presence in the local community.
- As of 2021, Callan Capital, LLC manages over $500 million in assets under management.
- The firm has a team of 12 advisors, and each advisor holds various professional certifications and licenses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2007 | $500 million | 12 |
Financial Services Offered
Callan Capital, LLC provides a wide range of financial services to their clients, including investment management, retirement planning, tax planning, risk management, and estate planning. They offer customized solutions that align with their clients’ unique financial goals and objectives.
Client Types
Callan Capital, LLC works with a diverse range of clients, including individuals, families, high-net-worth individuals, small businesses, and non-profit organizations. They are dedicated to providing personalized and tailored services to meet the specific needs of each client.
Fees & Compensation
Callan Capital, LLC is a fee-based financial advisory firm, which means they earn a portion of their compensation through fees paid by their clients. These fees are typically based on a percentage of the assets they manage for their clients, ensuring that their interests are aligned with their clients’ interests.
Background
Callan Capital, LLC was founded by financial industry veterans, Kyle Dunn and Trevor Callan. Both founders bring a wealth of experience and knowledge in the financial services industry, and they have built a team of advisors who share their passion for providing top-notch financial guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Callan Capital, LLC adheres to fiduciary standards, meaning they are legally obligated to act in their clients’ best interests at all times. They pride themselves on their transparency and ethical practices, and they do not have any disclosures worth mentioning.
Overall, Callan Capital, LLC is a reputable and well-established financial advisory firm that is dedicated to helping their clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, they are well-equipped to provide comprehensive and personalized solutions to their clients’ financial needs.