Callan LLC

CALLAN LLC, a limited liability company based in California, operates with 191 employees, out of which 164 are in advisory positions. Its expert assistance is provided to a range of 657 clients. The company's SEC status was last reported as approved on April 16, 1973.

• ANN C DE LUCE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• CALLAN S CORP A

  MEMBER owns 75% or more

• GREGORY C ALLEN

  CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) owns less than 5%

• INGA B SWEET

  EVP, COO & DIRECTOR (ELECTED MANAGER) owns less than 5%

• JAMES ANDREW CALLAHAN

  PRESIDENT & DIRECTOR (ELECTED MANAGER) owns less than 5%

• RONALD DOUGLAS PEYTON

  EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) owns less than 5%

• CALLAN S CORP A

  MEMBER owns 75% or more

• BNY MELLON
  United States

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• Why your boss is worried about your student loans
• Callan Hires Sara Hakim as a Senior Vice President, Consultant
• Callan Creates ESG Practice Leader Role
• Callan Releases Study of Investment Manager-Sponsored 401(k) Plans