CALDER FINANCIAL GROUP - Financial Advisor in Michigan, Ada

Tel: 616-235-2442 7504 Thornapple River Dr. Se Ada, Michigan 49301

About CALDER FINANCIAL GROUP

CALDER FINANCIAL GROUP is a Ada, Michigan based financial advisory firm with nearly $260,500,000 in assets under management and provides investment advisory services for 1266 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

143973

Firm SEC#:

801-67907

Assets Under Management:

$260,500,000

No. of Clients:

1266

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SUBSCRIPTION FEE LONG TERM PLANNING)

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Top Financial Advisory Firms in Michigan, Ada

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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