Callahan Financial Planning Company is a large advisory firm based in Omaha. It manages $143.27 million of regulatory assets for 621 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Colorado, Iowa, Nebraska, and Texas.
Callahan Financial Planning Company provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Callahan Financial Planning Company is $143.27 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Callahan Financial Planning Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Callahan Financial Planning Company is high net worth individuals with 47 clients and $92.37 million of assets under management. Among the 13 most similar advisory firms, Callahan Financial Planning Company has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $138.27 million for 145 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Callahan Financial Planning Company doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Callahan Financial Planning Company performs its advisory services is located at 3157 Farnam Street Suite 7111, Omaha, NE 68131, which is also the mailing address of the firm. An additional office of the firm is in San Rafael, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (402) 341-2000 or by fax (402) 881-8324. The normal business hours are mon - fri: 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at facebook.com/callahanplanning.