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CALDER FINANCIAL GROUP
CALDER INVESTMENT ADVISORS
CRD 143973 · SEC 801-67907
7504 THORNAPPLE RIVER DR. SE, ADA, MI, 49301, United States
Phone
616-235-2442
Fax
616-235-2460
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$297.0M
Discretionary AUM
$297.0M
Team
7 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 463 | $54.4M |
| High net worth individuals | 48 | $123.0M |
| Pension/profit sharing plans | 30 | $119.0M |
| Charitable organizations | 3 | $600K |
States served
IL, MI, MN, WI, FL
All web addresses on file
Official SEC filing: View on IAPD