Wealth Management Firms

Callan Capital

Company Website

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

Company Est.:

Sourcebook Data

View all the companies in Wealth Management Firms

Callan Capital

Assets managed in 2012 (figures in millions)

$412

Number of local portfolio managers or investment advisers

3

Services offered

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

Executives

Trevor Callan

  • Chief Executive Officer

Ryan Callan

  • Chief Operating Officer

Tim Callan

  • President