CALLAHAN FINANCIAL PLANNING COMPANY
CRD #153050 SEC #801-111701 OMAHA, NE (402) 341-2000
SEC Registered
Total AUM
$224.9M
Discretionary
$222.4M
Employees
7
Clients
101
Accounts
756
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $224.9M | $222.4M | $2.6M | 7 | 5 |
| Sep 2020 | $173.8M | $171.7M | $2.1M | 7 | 5 |
| Aug 2020 | $143.3M | $142.1M | $1.1M | 7 | 17 |
| Jun 2020 | $143.3M | $142.1M | $1.1M | 7 | 17 |
| Apr 2020 | $143.3M | $142.1M | $1.1M | 7 | 17 |
| Jan 2020 | $143.3M | $142.1M | $1.1M | 7 | 17 |
| Sep 2019 | $143.3M | $142.1M | $1.1M | 7 | 17 |
| Jul 2019 | $122.8M | $122.8M | $0 | 7 | 14 |
| Jun 2019 | $122.8M | $122.8M | $0 | 7 | 14 |
| Jun 2019 | $122.8M | $122.8M | $0 | 7 | 14 |
| May 2019 | $122.8M | $122.8M | $0 | 7 | 14 |
| Dec 2018 | $122.8M | $122.8M | $0 | 7 | 14 |
| Feb 2018 | $113.3M | $113.3M | $0 | 4 | 25 |
| Jan 2018 | $113.3M | $113.3M | $0 | 4 | 25 |
| Dec 2017 | $102.9M | $102.9M | $0 | 4 | 25 |
| Aug 2017 | $102.2M | $101.5M | $716.1K | 4 | 116 |
DateApr 2021
Total AUM$224.9M
Discretionary$222.4M
Non-Disc.$2.6M
Employees7
Clients5
DateSep 2020
Total AUM$173.8M
Discretionary$171.7M
Non-Disc.$2.1M
Employees7
Clients5
DateAug 2020
Total AUM$143.3M
Discretionary$142.1M
Non-Disc.$1.1M
Employees7
Clients17
DateJun 2020
Total AUM$143.3M
Discretionary$142.1M
Non-Disc.$1.1M
Employees7
Clients17
DateApr 2020
Total AUM$143.3M
Discretionary$142.1M
Non-Disc.$1.1M
Employees7
Clients17
DateJan 2020
Total AUM$143.3M
Discretionary$142.1M
Non-Disc.$1.1M
Employees7
Clients17
DateSep 2019
Total AUM$143.3M
Discretionary$142.1M
Non-Disc.$1.1M
Employees7
Clients17
DateJul 2019
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees7
Clients14
DateJun 2019
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees7
Clients14
DateJun 2019
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees7
Clients14
DateMay 2019
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees7
Clients14
DateDec 2018
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees7
Clients14
DateFeb 2018
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees4
Clients25
DateJan 2018
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees4
Clients25
DateDec 2017
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees4
Clients25
DateAug 2017
Total AUM$102.2M
Discretionary$101.5M
Non-Disc.$716.1K
Employees4
Clients116