Unclaimed Profile

George Dirk Racette

CALDER INVESTMENT ADVISORS·GRAND RAPIDS, Michigan

Clean recordCALDER INVESTMENT ADVISORS

1331 LAKE DR SE, GRAND RAPIDS, MI 49506CRD# 1156380Firm CRD# 143973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Dirk Racette · GRAND RAPIDS, MI

Registration

CRD #1156380 · CALDER INVESTMENT ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George Dirk Racette is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with CALDER INVESTMENT ADVISORS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CALDER INVESTMENT ADVISORS

CALDER FINANCIAL GROUP

AUM

$261M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CALDER INVESTMENT ADVISORS →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SUBSCRIPTION FEE LONG TERM PLANNING

Regulatory

SEC/IARD CRD# 1156380

Firm CRD# 143973

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George Dirk Racette offer?

George Dirk Racette specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are George Dirk Racette's credentials?

George Dirk Racette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Dirk Racette located?

George Dirk Racette is based in GRAND RAPIDS, Michigan, working with CALDER INVESTMENT ADVISORS. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does George Dirk Racette charge for services?

George Dirk Racette's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription fee long term planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALDER INVESTMENT ADVISORS?

CALDER INVESTMENT ADVISORS has approximately 6 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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