April 24, 2023 – Callan Capital is thrilled to announce that we have made the San Diego Business Journal’s prestigious Top 40 Wealth Management Firms for 2022.
We are pleased and honored to be considered among San Diego’s Top Wealth Management Firms.
To view the full list and special edition click here.
Eligibility requirements to participate included being a registered investment adviser with either the Securities Exchange Commission or the California Department of Corporations. The criteria by which Firms were ranked was based on assets managed in San Diego County for fiscal year 2021.
After receiving an email invitation from the Journal to participate in the list, Callan Capital completed a brief online survey, including the submission of the Firm’s ADV.
DISCLOSURE: The information for the ranking was compiled by Callan Capital and may or may not be verified by the San Diego Business Journal. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Callan Capital and any of its clients. Neither Callan Capital nor any of its employees were required to be a member of an organization to be eligible to receive this award. Callan Capital did not pay a fee to apply for this award. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication. San Diego Top Wealth Management Firms is as of April 24, 2023 and covers the time frame of 1-1-2022 through 12-31-2022.