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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (5)
FL IL MI MN WI
Address
7504 THORNAPPLE RIVER DR. SEADA, MI 49301
United States
Phone: 616-235-2442