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CALDER FINANCIAL GROUP

ADA, MI · CRD 143973 · IAPD ↗ · wearecalder.com · 616-235-2442

$297.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2024 — CALDER FINANCIAL GROUP moved its main office from GRAND RAPIDS, MI to ADA, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — CALDER FINANCIAL GROUP shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.