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| Happy Holidays!! thanks for using AUM13F!! |
| Callan Family Office LLC
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| CRD # | 317446 |
| SEC # | 801-122987 |
| CIK # | 0001938970 |
| AUM | $6.7 B (2025-03-28) |
| Employees | 42 (33% Investors, 0% Brokers) |
| Phone | 877-506-7990 |
| Address | 201 King of Prussia Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001938970 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Netflix Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| McGraw-hill Companies Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 146 | 5.7 |
| (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 | 12 | 0.9 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,848 | 6.7 |
| By Discretionary | ||
| Discretionary | 1,655 | 5.9 |
| Non-Discretionary | 193 | 0.8 |
| Total | 1,848 | 6.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.7 | |
| Total | 1,848 | 6.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001938970] |
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