← Back to searchVisit website
CALIDRIS FINANCIAL, LLC
CRD 334935
677 KING STREET, FLOOR 3, CHARLESTON, SC, 29403, United States
Phone
917-451-3141
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.3M
Discretionary AUM
$43.3M
Team
1 total employees; 1 advisory reps; 24 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $6.0M |
| High net worth individuals | 21 | $33.5M |
| Pension/profit sharing plans | 1 | $1.7M |
| Corporations/business entities | 2 | $56K |
All web addresses on file
Official SEC filing: View on IAPD