Calder Financial Group
Calder Financial Group is an SEC-registered mass-market adviser in Ada, MI with $297.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Calder Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143973, SEC 801-67907, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $297.0M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Ada, MI
- Employees
- 7
- Clients
- 544
- CRD
- 143973
- Ownership
- WESTDORP, STEVEN, DALE; STARK, ROBERT, RUSSELL; WESTDORP, AUDREY, LEE; Riefepeters, Brian, D; SHAVELL, DAREN, BAHR
How much AUM does Calder Financial Group have?
Calder Financial Group reported $297.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Calder Financial Group?
Disclosed owners and executives of Calder Financial Group include WESTDORP, STEVEN, DALE, STARK, ROBERT, RUSSELL, WESTDORP, AUDREY, LEE, Riefepeters, Brian, D, SHAVELL, DAREN, BAHR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.