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CALDER FINANCIAL LLC
CRD 290616 · SEC 801-130243
PA, United States
Phone
610-458-8373
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.8M
Discretionary AUM
$134.8M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $20.5M |
| High net worth individuals | 54 | $114.2M |
States served
PA, TX
All web addresses on file
Official SEC filing: View on IAPD