# Calhoun Financial Planning and Management

Calhoun Financial Planning and Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 286389
- **SEC file number:** 801-108941
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286389

## About

Calhoun Financial Planning and Management is an SEC-registered investment adviser in Minneapolis, MN. The firm manages approximately $57 million in regulatory assets. It has 1 employee and 1 investment adviser.

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Last updated: 2026-07-06T01:24:13.414Z

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