CALLAN FAMILY OFFICE, LLC
CRD #317446 SEC #801-122987 RADNOR, PA (877) 506-7990
SEC Registered
Total AUM
$6.7B
Discretionary
$5.9B
Employees
42
Clients
25
Accounts
1,848
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.7B | $5.9B | $755.3M | 42 | 5 |
| Sep 2024 | $4.8B | $4.1B | $646.8M | 38 | 0 |
| May 2024 | $4.8B | $4.1B | $646.8M | 38 | 0 |
| Mar 2024 | $4.8B | $4.1B | $646.8M | 38 | 0 |
| Mar 2023 | $3.5B | $3B | $493.4M | 30 | 0 |
| Jul 2022 | $429.4M | $429.4M | $0 | 26 | 0 |
| Jun 2022 | $429.4M | $429.4M | $0 | 26 | 0 |
| Jun 2022 | $429.4M | $429.4M | $0 | 26 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$6.7B
Discretionary$5.9B
Non-Disc.$755.3M
Employees42
Clients5
DateSep 2024
Total AUM$4.8B
Discretionary$4.1B
Non-Disc.$646.8M
Employees38
Clients0
DateMay 2024
Total AUM$4.8B
Discretionary$4.1B
Non-Disc.$646.8M
Employees38
Clients0
DateMar 2024
Total AUM$4.8B
Discretionary$4.1B
Non-Disc.$646.8M
Employees38
Clients0
DateMar 2023
Total AUM$3.5B
Discretionary$3B
Non-Disc.$493.4M
Employees30
Clients0
DateJul 2022
Total AUM$429.4M
Discretionary$429.4M
Non-Disc.$0
Employees26
Clients0
DateJun 2022
Total AUM$429.4M
Discretionary$429.4M
Non-Disc.$0
Employees26
Clients0
DateJun 2022
Total AUM$429.4M
Discretionary$429.4M
Non-Disc.$0
Employees26
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0