DBA: CALLAHAN FINANCIAL PLANNING
| Total AUM | $86.3M |
| Discretionary | $83.6M97% of AUM |
| Non-Discretionary | $2.7M |
| Client Accounts | 320 |
| Avg Account Size | $270K |
| Employees | 3 |
| Peak AUM | $248.7MMar 2022 |
Total AUM
$86M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $86M | 65.3% | 29.7% | — | |
| Discretionary AUM | $84M | ||||
| Total AUM | $86.3M |
| Discretionary | $83.6M |
| Employees | 3 |
| Client Accounts | 320 |
| Client Range | 51-100 |
Address
15 E MAIN ST.
TREYNOR IA 51575
Phone
(800) 991-5195
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$84M
96.9% of AUM
Non-Discretionary
$3M
3.1% of AUM
Disc. mix ▼ 2.1pp vs 1 year ago
| 66.0% |
| 30.2% |
| — |
| Non-Disc. AUM | $3M | +6.5% | 1.6% | — |
| Total Accounts | 320 | 61.2% | 26.6% | — |
| Avg Account Size | $269,569.328 | 10.5% | 4.2% | — |
| Employees | 3 | 66.7% | 41.5% | 31.2% |
| AUM / Employee | $29M | +4.2% | +20.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $86M | 64.2% | 29.0% | — | |
Client Count Segments | |||||
| HNW Clients | 67 | 46.8% | 18.5% | — | |
| Individuals | 20 | 68.8% | 35.0% | — | |