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Building 2CALDER FINANCIAL LLC

Map pin
Phone610-458-8373
NotebookSEC #801-130243
Total AUM
$134.8M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M -5:00 P.M
Monday - Friday
Phone
610-458-8373

ReceiptFinancials

Total AUM
$134.8M
Accounts
247
Discretionary
$134.8M
Accounts
247
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$20.5M
HNW Individual Clients
54
AUM
$114.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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