Overview
Assets Under Management: $297 million
Headquarters: ADA, MI
High-Net-Worth Clients: 48
Average Client Assets: $2.6 million
Frequently Asked Questions
CALDER FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143973), CALDER FINANCIAL GROUP is subject to fiduciary duty under federal law.
CALDER FINANCIAL GROUP is headquartered in ADA, MI.
CALDER FINANCIAL GROUP serves 48 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, CALDER FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CALDER FINANCIAL GROUP manages $297 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, CALDER FINANCIAL GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.41%
Average Client Assets: $2.6 million
Total Client Accounts: 1,831
Discretionary Accounts: 1,831
Regulatory Filings
CRD Number: 143973
Filing ID: 2063939
Last Filing Date: 2026-03-11 10:35:41