Callahan, Leighton & Co., LLC is a large advisory firm based in Houston. It manages $176.45 million of regulatory assets for 367 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Louisiana, and Texas.
Callahan, Leighton & Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Callahan, Leighton & Co., LLC is $176.45 million. The firm's AUM has grown by 300% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Callahan, Leighton & Co., LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Rado Leighton has been acting as President since 1 Nov 1998. Thomas Patrick Callahan joined the executive team most recently as the Chairman.
The principal office where Callahan, Leighton & Co., LLC performs its advisory services is located at 3555 Timmons Lane, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-572-3366 or by fax 713-572-8771. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.