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CALDER FINANCIAL GROUP
7504 Thornapple River Dr. Se
Ada, Michigan 49301
Tel: 616-235-2442
About CALDER FINANCIAL GROUP
CALDER FINANCIAL GROUP, formally registered with the SEC as CALDER FINANCIAL GROUP. The firm was established in 05/21/2007. They have over 2 offices throughout the country.
CALDER FINANCIAL GROUP is a Ada, Michigan based Financial Planning firm with nearly $260,500,000 assets under management, offering retirement planning & investment advisory services to 1266 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143973 |
| SEC# | 801-67907 |
| Assets Managed by Firm | $260,500,000 |
| No. of Clients | 1266 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SUBSCRIPTION FEE LONG TERM PLANNING)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1266 | $260,500,000 |
| Individuals (other than high net worth individuals) | 538 | $140,700,000 |
| High net worth individuals | 2 | $16,000,000 |
| Pension and profit sharing plans | 56 | $97,800,000 |
| Charitable organizations | 4 | $6,000,000 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
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