CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD #313466 SEC #801-120801 HOUSTON, TX 832-821-2462
SEC Registered
Total AUM
$216.4M
Discretionary
$49.3M
Employees
3
Clients
--
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $216.4M | $49.3M | $167.1M | 3 | 0 |
| Mar 2024 | $182.5M | $0 | $182.5M | 1 | 0 |
| Jan 2024 | $161.3M | $0 | $161.3M | 1 | 0 |
| Jul 2023 | $161.3M | $0 | $161.3M | 1 | 0 |
| Feb 2023 | $161.3M | $0 | $161.3M | 1 | 0 |
| Sep 2022 | $204.2M | $0 | $204.2M | 1 | 0 |
| May 2022 | $204.2M | $0 | $204.2M | 1 | 0 |
| Feb 2022 | $204.2M | $0 | $204.2M | 1 | 0 |
| Sep 2021 | $196.7M | $0 | $196.7M | 1 | 0 |
| Aug 2021 | $196.7M | $196.7M | $0 | 1 | 0 |
| Mar 2021 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$216.4M
Discretionary$49.3M
Non-Disc.$167.1M
Employees3
Clients0
DateMar 2024
Total AUM$182.5M
Discretionary$0
Non-Disc.$182.5M
Employees1
Clients0
DateJan 2024
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees1
Clients0
DateJul 2023
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees1
Clients0
DateFeb 2023
Total AUM$161.3M
Discretionary$0
Non-Disc.$161.3M
Employees1
Clients0
DateSep 2022
Total AUM$204.2M
Discretionary$0
Non-Disc.$204.2M
Employees1
Clients0
DateMay 2022
Total AUM$204.2M
Discretionary$0
Non-Disc.$204.2M
Employees1
Clients0
DateFeb 2022
Total AUM$204.2M
Discretionary$0
Non-Disc.$204.2M
Employees1
Clients0
DateSep 2021
Total AUM$196.7M
Discretionary$0
Non-Disc.$196.7M
Employees1
Clients0
DateAug 2021
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0