Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > CALDERWOOD FINANCIAL STRATEGIES, INC.
CALDERWOOD FINANCIAL STRATEGIES, INC.
510 Bering Drive
Suite 540
Houston, Texas 77057
Tel: 832-821-2462
About CALDERWOOD FINANCIAL STRATEGIES, INC.
CALDERWOOD FINANCIAL STRATEGIES, INC, formally registered with the SEC as CALDERWOOD FINANCIAL STRATEGIES, INC. The firm was established in 04/15/2021. They have over 1 offices throughout the country.
CALDERWOOD FINANCIAL STRATEGIES, INC. is a Houston, Texas based Financial Planning firm with nearly $216,367,000 assets under management, offering retirement planning & investment advisory services to 69 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313466 |
| SEC# | 801-120801 |
| Assets Managed by Firm | $216,367,000 |
| No. of Clients | 69 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 69 | $216,367,000 |
| Individuals (other than high net worth individuals) | 23 | $4,578,862 |
| High net worth individuals | 21 | $30,093,390 |
| Pension and profit sharing plans | 24 | $181,689,877 |
| Corporations or other businesses | 1 | $4,871 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas