Overview
Assets Under Management: $261 million
Headquarters: ADA, MI
High-Net-Worth Clients: 6
Average Client Assets: $6 million
Frequently Asked Questions
CALDER INVESTMENT ADVISORS 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 INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
CALDER INVESTMENT ADVISORS is headquartered in ADA, MI.
CALDER INVESTMENT ADVISORS serves 6 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, CALDER INVESTMENT ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CALDER INVESTMENT ADVISORS manages $261 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, CALDER INVESTMENT ADVISORS 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: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.62
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 1,319
Discretionary Accounts: 1,319
Regulatory Filings
CRD Number: 143973
Filing ID: 1940514
Last Filing Date: 2025-03-07 12:43:00
Website: https://calderadvisors.com