Overview
Assets Under Management: $261 million
Headquarters: ADA, MI
High-Net-Worth Clients: 6
Average Client Assets: $6 million
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