Calder Financial Group

$297MAssets under management
as of Mar 2026 · SEC Form ADV
Ada, MI
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Tech stack

No one at Calder Financial Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Calder Financial Group's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $228M held · filed Mar 2024