CRD: 137293
Callahan & Callahan Asset Management, Inc.
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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-23-2008
- Office Locations
- 1
Office Locations
About Callahan & Callahan Asset Management, Inc.
Callahan & Callahan Asset Management is a Woodland Hills, CA registered investment adviser providing asset management and portfolio construction for retail clients, including business owners, with an emphasis on long-term, multigenerational wealth goals. Portfolios incorporate ETFs alongside other equity holdings. The firm is co-owned and led by Stephen L. A. Callahan (President) and Millicent G. Callahan (VP).
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Owner & Executives
MILLICENT GURILDA CALLAHAN
VICE PRESIDENT
- CRD
- #1439873
- Ownership
- 50% but less than 75%
STEPHEN LUKE ALISTAIRE CALLAHAN
President
- CRD
- #1898482
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,101,872 | -- |
| Total | $1,101,872 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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