CALDER INVESTMENT ADVISORS

CALDER FINANCIAL GROUP
ADA, Michigan·5 registered advisors·CRD# 143973
SEC# 801-679071616-235-2442
01

Firm Overview

AUM
$261M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBSCRIPTION FEE LONG TERM PLANNING
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CALDER INVESTMENT ADVISORS

5 registered advisors
Brian D Riefepeters
GRAND RAPIDS, Michigan
Daren Bahr Shavell
GRAND RAPIDS, Michigan
George Dirk Racette
GRAND RAPIDS, Michigan
Robert Russell Stark
GRAND RAPIDS, Michigan
Steven Dale Westdorp
GRAND RAPIDS, Michigan
05

Office Locations

GRAND RAPIDS, Michigan
5 advisors

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Data sourced from SEC Form ADV filings. CALDER INVESTMENT ADVISORS (CRD# 143973) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.