TS BANK
Legal name: CALLAHAN FINANCIAL PLANNING
CRD #314571 SEC #801-121322 TREYNOR, IA (800) 991-5195
SEC Registered
Total AUM
$86.3M
Discretionary
$83.6M
Employees
3
Clients
51
Accounts
320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $86.3M | $83.6M | $2.7M | 3 | 87 |
| Dec 2024 | $100.4M | $97.8M | $2.6M | 8 | 15 |
| Oct 2024 | $100.4M | $97.8M | $2.6M | 8 | 15 |
| Oct 2024 | $100.4M | $97.8M | $2.6M | 8 | 15 |
| Oct 2024 | $100.4M | $97.8M | $2.6M | 8 | 15 |
| Mar 2024 | $248.3M | $245.7M | $2.5M | 9 | 15 |
| Feb 2024 | $223.4M | $221M | $2.4M | 15 | 15 |
| Apr 2023 | $223.4M | $221M | $2.4M | 15 | 15 |
| Mar 2023 | $223.4M | $221M | $2.4M | 15 | 15 |
| Mar 2022 | $248.7M | $245.9M | $2.8M | 15 | 30 |
| Feb 2022 | $224.9M | $222.4M | $2.6M | 14 | 23 |
| Jul 2021 | $224.9M | $222.4M | $2.6M | 14 | 23 |
| May 2021 | $0 | $0 | $0 | 13 | 0 |
| Apr 2021 | $0 | $0 | $0 | 13 | 0 |
| Apr 2021 | $0 | $0 | $0 | 13 | 0 |
DateMar 2025
Total AUM$86.3M
Discretionary$83.6M
Non-Disc.$2.7M
Employees3
Clients87
DateDec 2024
Total AUM$100.4M
Discretionary$97.8M
Non-Disc.$2.6M
Employees8
Clients15
DateOct 2024
Total AUM$100.4M
Discretionary$97.8M
Non-Disc.$2.6M
Employees8
Clients15
DateOct 2024
Total AUM$100.4M
Discretionary$97.8M
Non-Disc.$2.6M
Employees8
Clients15
DateOct 2024
Total AUM$100.4M
Discretionary$97.8M
Non-Disc.$2.6M
Employees8
Clients15
DateMar 2024
Total AUM$248.3M
Discretionary$245.7M
Non-Disc.$2.5M
Employees9
Clients15
DateFeb 2024
Total AUM$223.4M
Discretionary$221M
Non-Disc.$2.4M
Employees15
Clients15
DateApr 2023
Total AUM$223.4M
Discretionary$221M
Non-Disc.$2.4M
Employees15
Clients15
DateMar 2023
Total AUM$223.4M
Discretionary$221M
Non-Disc.$2.4M
Employees15
Clients15
DateMar 2022
Total AUM$248.7M
Discretionary$245.9M
Non-Disc.$2.8M
Employees15
Clients30
DateFeb 2022
Total AUM$224.9M
Discretionary$222.4M
Non-Disc.$2.6M
Employees14
Clients23
DateJul 2021
Total AUM$224.9M
Discretionary$222.4M
Non-Disc.$2.6M
Employees14
Clients23
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0