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CALDER FINANCIAL LLC

· CRD 290616 · IAPD ↗ · calderfinancial.net · 610-458-8373

$134.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2024 — CALDER FINANCIAL LLC (location n/a) is newly SEC-registered with $109.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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