Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
CALDER FINANCIAL LLC 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 #290616), CALDER FINANCIAL LLC is subject to fiduciary duty under federal law.
CALDER FINANCIAL LLC serves 54 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, CALDER FINANCIAL LLC offers portfolio management for individuals. View all service details ↓
CALDER FINANCIAL LLC manages $135 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, CALDER FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 247
Discretionary Accounts: 247
Regulatory Filings
CRD Number: 290616
Filing ID: 2045259
Last Filing Date: 2026-02-03 20:04:37