Callahan Capital Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

1169 Hilltop Pkwy Unit 106A, Steamboat S...

Phone Number

(970) 870-8750

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Callahan Capital Management

Callahan Capital Management is an independent, fee-only financial advisory firm that specializes in professional investment management and consulting services for individuals, pension plans, foundations, endowments, and trusts. The firm emphasizes integrity and competence, providing customized investment strategies while avoiding conflicts of interest through a fee-only pricing structure. With over 30 years of experience, they focus on building long-term partnerships with clients, ensuring regular communication and reporting of investment results. Their Hybrid Investment Strategy aims to help clients navigate the fluctuations of financial markets effectively.Explore more
Callahan Capital Management's Social MediaPopular SearchesCallahan Capital ManagementCallahan CapitalCallahan Capital AdvisorsCallahan Capital Management IncCallahan MgntSIC Code 62,628NAICS Code 52,523Show more

Callahan Capital Management Org Chart

PhoneEmail
DS
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Manager, Investment

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JM
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Manager, Client Services

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HK
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Certified Financial Planner

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PJ
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Investment Advisor & Representative

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BS
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Bookkeeper

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Callahan Capital Manageme...

<$5M
1-10
Private
-
1995
DS
David ShepardManager, Investment
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
<$5M
1-10
Private
-
1999
NT
Nicholas TerezisPresident & Chief Investment Officer
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
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Company Profile Activity

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High Activity

Activity Insights

Callahan Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Callahan Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Callahan Capital Management.

Callahan Capital Management Tech Stack

A closer look at the technologies used by Callahan Capital Management

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Frequently Asked Questions Regarding Callahan Capital Management

What is Callahan Capital Management's official website?
Callahan Capital Management's official website is www.callahancapital.com
What is Callahan Capital Management's Revenue?
Callahan Capital Management's revenue is <$5 Million
What is Callahan Capital Management's SIC code?
Callahan Capital Management's SIC: 62,628
What is Callahan Capital Management's NAICS code?
Callahan Capital Management's NAICS: 52,523
How many employees does Callahan Capital Management have?
Callahan Capital Management has 1-10 employees
What industry does Callahan Capital Management belong to?
Callahan Capital Management is in the industry of: Finance, Securities Trading
What is Callahan Capital Management competition?
Callahan Capital Management top competitors include: Quantumvest, Eppolito Financial Strategies, The Normann Financial Group, Marathon Strategic Advisors
What technology does Callahan Capital Management use?
Some of the popular technologies that Callahan Capital Management uses are: Drupal, AppRiver, AddToAny, Google Tag Manager
How do I contact Callahan Capital Management?
Callahan Capital Management contact info: Phone number: (970) 870-8750 Website: www.callahancapital.com
What does Callahan Capital Management do?

Callahan Capital Management is an independent, fee-only financial advisory firm that specializes in professional investment management and consulting services for individuals, pension plans, foundations, endowments, and trusts. The firm emphasizes integrity and competence, providing customized investment strategies while avoiding conflicts of inter... est through a fee-only pricing structure. With over 30 years of experience, they focus on building long-term partnerships with clients, ensuring regular communication and reporting of investment results. Their Hybrid Investment Strategy aims to help clients navigate the fluctuations of financial markets effectively.Read More

What are Callahan Capital Management social media links?
Callahan Capital Management Linkedin page
Is Callahan Capital Management a public company?
Callahan Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Callahan Capital Management

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