CRD: 172117
Callaway Financial Services
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-2014
- Office Locations
- 1
Office Locations
About Callaway Financial Services
Callaway Financial Services is an Arlington, TX advisory firm focused on retirement and comprehensive financial planning, pairing investment planning with insurance and annuity solutions. Portfolios may use stocks, bonds, mutual funds, ETFs, CDs, and Treasuries aligned to client goals, with an emphasis on retirement-income strategy and account optimization. The firm also publishes client education resources, including an eBook on unclaimed retirement funds, and custody includes Schwab.
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CRM
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
COREY NEIL CALLAWAY
Chief Compliance Officer, Investment Advisor
- CRD
- #1279194
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,367,627 | -- |
| Non-Discretionary | $2,222,692 | -- |
| Total | $22,590,319 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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