CALLAN FAMILY OFFICE, LLC - Financial Advisor in Pennsylvania, Radnor

Tel: (877) 506-7990 201 King Of Prussia Road Suite 650 Radnor, Pennsylvania 19087

About CALLAN FAMILY OFFICE, LLC

CALLAN FAMILY OFFICE, LLC is a Radnor, Pennsylvania based financial advisory firm with nearly $4,767,784,116 in assets under management and provides investment advisory services for 1229 clients. There are currently 38 financial advisors at the firm.

General Information

Firm CRD#:

317446

Firm SEC#:

801-122987

Assets Under Management:

$4,767,784,116

No. of Clients:

1229

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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129

124

$85,595,921,962

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801-74368

227

$26,610,669,375

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106256

801-49083

$9,790,237,824

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$5,700,713,103

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LBC CREDIT PARTNERS

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