Stephen Callahan
Stephen Callahan is a registered investment advisor at Callahan & Callahan Asset Management, INC., based in Woodland Hills, CA, with 33 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 0.95% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are non-negotiable
Fee Estimator
Location
21550 Oxnard St., Suite 300, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1998Other Business ActivitiesSells Insurance
Stephen is the President of Callahan & Callahan Asset Management, Inc., providing investment advisory and asset management services since 2002. He also holds a California Insurance license.
Employment History
Current Registrations
Callahan & Callahan Asset Management, INC.
U.S. Brokerage, INC.
U.S. Brokerage, INC.Broker
Previous Registrations
Callahan & Callahan Asset Management, INC.
Callahan & Callahan Asset Management, INC.
1st Discount Brokerage, INC.Broker
Acument Securities, INC.Broker
Griffin Financial ServicesBroker
Griffin Financial ServicesBroker
Dean Witter Reynolds INC.Broker
Jp Michael CO.Broker
Westmont Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.