|
⚲
|
| Callahan Capital Management Inc
✚
| |
|---|---|
| CRD # | 110568 |
| SEC # | 801-110441 |
| CIK # | |
| AUM | $179.6 MM (2024-08-06) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 970-870-8750 |
| Address | 1169 Hilltop Pkwy Steamboat Springs, CO 80487-2523 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 81.8 |
| (b) Individuals (high net worth individuals) | 61 | 97.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 363 | 179.6 |
| By Discretionary | ||
| Discretionary | 362 | 179.6 |
| Non-Discretionary | 1 | 0.0 |
| Total | 363 | 179.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.6 | |
| Total | 363 | 179.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Commonwealth Financial Planners Inc
✚
|
GA | 0.2 |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
Alliant Securities Inc
✚
|
WA | 0.2 |
|
Flack Ember Louise
✚
|
TX | 0.2 |
|
Valpey Financial Services LLC
✚
|
NH | 0.2 |
|
AHL Investment Management Inc
✚
|
FL | 0.2 |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 0.2 |
|
Strategic Wealth Capital LLC
✚
|
CA | 0.2 |
|
TrueWealth Financial Partners LLC
✚
|
WA | 0.2 |