|
⚲
|
| Calder Financial LLC
✚
|
|
|---|---|
| CRD # | 290616 |
| SEC # | 801-130243 |
| CIK # | 0002106810 |
| AUM | $134.8 M (2026-02-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 610-458-8373 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.5 | ||
| Micron Technology Inc | 1.3 | ||
| Verizon Communications Inc | 0.9 | ||
| Willis Group Holdings PLC | 0.8 | ||
| Nvidia Corp | 0.7 | ||
| SPDR Gold Trust | 0.7 | ||
| Ametek INC/ | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 20.5 |
| (b) Individuals (high net worth individuals) | 54 | 114.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 134.8 |
| By Discretionary | ||
| Discretionary | 247 | 134.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 134.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.8 | |
| Total | 247 | 134.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002106810] |
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|---|---|---|
|
Dover Investment Advisory Corporation
✚
|
0.1 | |
|
KULT Wealth Management Group LLC
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|
WI | 0.1 |
|
Trotta John NMN
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|
NY | 0.1 |
|
FORS Financial Consulting PS
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|
WA | 0.1 |
|
RW Baker Wealth Management Group LLC
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|
WY | 0.1 |
|
SEAL Cove Capital LLC
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|
0.1 | |
|
PUFF Wealth Management LLC
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|
NJ | 0.1 |
|
Clarion Advisors Inc
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|
CA | 0.1 |
|
Longbow Asset Management
✚
|
OK | 0.1 |
|
Bluelist Partners LLC
✚
|
VA | 0.1 |