SEC Form ADV

CALDER FINANCIAL GROUP

Firm profile: Calder Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMI
$297.0M
Assets Under Management
1,831
Total Clients
7
Employees
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Registration Details

Accession
CRD-143973
Location
ADA, MI
Filing Date
March 11, 2026
AUM
$297.0M
Total Clients
1,831
Institutional Clients
33
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

CALDER FINANCIAL GROUP is a registered investment adviser headquartered in ADA, MI, managing approximately $297.0M in assets across 1,831 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.