Rachel
Gummattira

Callahan Advisors, LLC

CRD#6102884
Investment Advisor
in Houston, TX

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About this Advisor

Rachel Gummattira is a financial advisor based in Houston, Texas, working with Callahan Advisors, LLC. Rachel has previously held a position at Callahan Advisors, LLC. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Rachel is part of Callahan Advisors, LLC, which operates out of Houston, Texas. The firm has 10 employees and manages assets totaling $932.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Callahan Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3555 Timmons Lane Suite 600
Houston, TX 77027

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Callahan Advisors, LLC Brokerage Details

Total Assets Under Management

$932,947,839

TX Average: $3,042,739,679
Total Number of Employees

10

TX Average: 49
Total Number of Accounts

1,233

TX Average: 2,315
Average Account Size

$756,649

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Rachel Gummattira Work History

2020 - Present (5 years)

Callahan Advisors, LLC

2012 - 2020 (8 years)

Callahan Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rachel Gummattira to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Callahan Advisors, LLC

Donna Medcalf
Houston, TX
Rachel Gummattira
Houston, TX
Thomas Callahan
Houston, TX
William Booth
Houston, TX
William Monroe
Houston, TX
Hamendra Ojha
Houston, TX
Thomas Callahan
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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