CALLAN FAMILY OFFICE, LLC

CRD 317446 · SEC 801-122987

Visit website

201 KING OF PRUSSIA ROAD, SUITE 650, RADNOR, PA, 19087, United States

Phone

(877) 506-7990

Fax

(267) 285-2702

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$10.21B

Discretionary AUM

$9.19B

Team

49 total employees; 15 advisory reps; 3 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPHILANTHROPIC CONSULTING, FOUNDATION & PHILANTHROPIC ADMINISTRATION, BUSINESS & TRANSACTION ADVISORY SERVICES, FAMILY OFFICE

Client types

Type	Clients	AUM
High net worth individuals	170	$7.14B
Charitable organizations	12	$1.01B
Other investment advisers	7	$2.05B
Corporations/business entities	1	$4.6M

States served

CA, DE, GA, MI, MN, NV, NJ, NC, PA, SC, VA, FL

All web addresses on file

https://www.linkedin.com/company/callan-family-office
https://www.callanfamilyoffice.com

Official SEC filing: View on IAPD