Wealth Management Firms

Callan Capital

Company Website

1250 Prospect St. Ste., 1
La Jolla, CA 92037

Company Est.:

Sourcebook Data

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Callan Capital

Assets managed in 2012 (figures in millions)


Number of local portfolio managers or investment advisers


Services offered

Financial, estate and retirement planning; asset management; private banking and lending services; philanthropic planning; intergenerational wealth transfer; risk management


Trevor Callan

  • Chief Executive Officer

Ryan Callan

  • Chief Operating Officer

Tim Callan

  • President