CALDER INVESTMENT ADVISORS
Legal name: CALDER FINANCIAL GROUP
CRD #143973 SEC #801-67907 ADA, MI 616-235-2442
SEC Registered
Total AUM
$260.7M
Discretionary
$260.7M
Employees
6
Clients
26
Accounts
1,319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $260.7M | $260.7M | $0 | 6 | 0 |
| Mar 2024 | $260.5M | $260.5M | $0 | 6 | 0 |
| Sep 2023 | $230M | $230M | $0 | 8 | 0 |
| Sep 2023 | $230M | $230M | $0 | 8 | 0 |
| Sep 2023 | $230M | $230M | $0 | 7 | 0 |
| Feb 2023 | $230M | $230M | $0 | 7 | 0 |
| May 2022 | $238M | $238M | $0 | 7 | 0 |
| Mar 2022 | $232M | $232M | $0 | 7 | 0 |
| Feb 2021 | $215M | $215M | $0 | 7 | 0 |
| Jun 2020 | $211.5M | $211.5M | $0 | 7 | 0 |
| Mar 2020 | $211.5M | $211.5M | $0 | 7 | 0 |
| Mar 2019 | $180.5M | $177.8M | $2.7M | 8 | 0 |
| Feb 2018 | $186.4M | $183.4M | $3M | 7 | 0 |
| Feb 2017 | $174M | $170.5M | $3.5M | 7 | 350 |
| Feb 2016 | $202M | $192M | $10M | 6 | 350 |
| Mar 2015 | $217M | $209.2M | $7.8M | 6 | 400 |
| Apr 2014 | $210.5M | $205.1M | $5.4M | 9 | 400 |
| Feb 2013 | $199.8M | $199.4M | $371.9K | 9 | 801 |
| Feb 2012 | $203.7M | $193.6M | $10.1M | 6 | 798 |
| Jan 2011 | $164M | $162.1M | $1.9M | 10 | -- |
| Jan 2010 | $164M | $162.1M | $1.9M | 10 | -- |
| May 2007 | $185.5M | $183M | $2.5M | 10 | -- |
| May 2007 | $185.5M | $183M | $2.5M | 10 | -- |
| May 2007 | $185.5M | $183M | $2.5M | 10 | -- |
DateMar 2025
Total AUM$260.7M
Discretionary$260.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$238M
Discretionary$238M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$211.5M
Discretionary$211.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$211.5M
Discretionary$211.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$180.5M
Discretionary$177.8M
Non-Disc.$2.7M
Employees8
Clients0
DateFeb 2018
Total AUM$186.4M
Discretionary$183.4M
Non-Disc.$3M
Employees7
Clients0
DateFeb 2017
Total AUM$174M
Discretionary$170.5M
Non-Disc.$3.5M
Employees7
Clients350
DateFeb 2016
Total AUM$202M
Discretionary$192M
Non-Disc.$10M
Employees6
Clients350
DateMar 2015
Total AUM$217M
Discretionary$209.2M
Non-Disc.$7.8M
Employees6
Clients400
DateApr 2014
Total AUM$210.5M
Discretionary$205.1M
Non-Disc.$5.4M
Employees9
Clients400
DateFeb 2013
Total AUM$199.8M
Discretionary$199.4M
Non-Disc.$371.9K
Employees9
Clients801
DateFeb 2012
Total AUM$203.7M
Discretionary$193.6M
Non-Disc.$10.1M
Employees6
Clients798
DateJan 2011
Total AUM$164M
Discretionary$162.1M
Non-Disc.$1.9M
Employees10
Clients--
DateJan 2010
Total AUM$164M
Discretionary$162.1M
Non-Disc.$1.9M
Employees10
Clients--
DateMay 2007
Total AUM$185.5M
Discretionary$183M
Non-Disc.$2.5M
Employees10
Clients--
DateMay 2007
Total AUM$185.5M
Discretionary$183M
Non-Disc.$2.5M
Employees10
Clients--
DateMay 2007
Total AUM$185.5M
Discretionary$183M
Non-Disc.$2.5M
Employees10
Clients--