Insights

Premium Client Focus Calder Investment Advisors specializes in tailored, fee-only financial services which indicate a focus on high-net-worth clients seeking personalized asset management, presenting opportunities to introduce advanced wealth management solutions.

Limited Staff Capacity With a small team of 11-50 employees, Calder may benefit from scalable technology solutions and strategic partnerships to enhance service efficiency and support growth without immediate large-scale hiring.

Growing Revenue Range Generating between $25 million to $50 million in revenue, the firm has substantial market presence, making it a promising candidate for premium financial products, compliance services, or specialized investment tools.

Technology Utilization Utilizing platforms like WordPress, Google Analytics, and multimedia tools suggests openness to digital engagement and online marketing; leveraging these channels can help expand their client base and improve digital client onboarding.

Competitive Positioning Compared to larger firms like Charles Schwab and Fidelity, Calder offers personalized advisory services which can be emphasized to attract clients seeking bespoke financial planning, creating opportunities for niche service enhancements.

Similar companies to Calder Investment Advisors

Calder Investment Advisors Tech Stack

Calder Investment Advisors uses 8 technology products and services including WordPress, Font Awesome, Twemoji, and more. Explore Calder Investment Advisors's tech stack below.

WordPress
Content Management System
Font Awesome
Font Scripts
Twemoji
Font Scripts
jQuery
Javascript Libraries
PHP
Programming Languages
YouTube
Video Players
Google Analytics
Web Analytics
Adobe Fonts
Web Fonts

Media & News

Calder Investment Advisors's Email Address Formats

Calder Investment Advisors uses at least 1 format(s):

Calder Investment Advisors Email Formats	Example	Percentage
First@calderadvisors.com	John@calderadvisors.com	41%
Last@calderadvisors.com	Doe@calderadvisors.com	12%
First.Last@calderadvisors.com	John.Doe@calderadvisors.com	6%
First@calderadvisors.com	John@calderadvisors.com	41%

Frequently Asked Questions

Where is Calder Investment Advisors's headquarters located?

Calder Investment Advisors's main headquarters is located at 96 Monroe Ctr Northwest, Suite 305. The company has employees across 1 continents, including North America.

What is Calder Investment Advisors's phone number?

You can contact Calder Investment Advisors's main corporate office by phone at

+1-616-235-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Calder Investment Advisors's official website and social media links?

Calder Investment Advisors's official website is calderadvisors.com and has social profiles on LinkedIn.

How much revenue does Calder Investment Advisors generate?

As of December 2025, Calder Investment Advisors's annual revenue is estimated to be $276K.

What is Calder Investment Advisors's SIC code NAICS code?

Calder Investment Advisors's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Calder Investment Advisors have currently?

As of December 2025, Calder Investment Advisors has approximately 11 employees across 1 continents, including North America. Key team members include Ceo: D. R.Chief Executive Officer: W. H.Partner: D. S.. Explore Calder Investment Advisors's employee directory with LeadIQ.

What industry does Calder Investment Advisors belong to?

Calder Investment Advisors operates in the Investment Management industry.

What technology does Calder Investment Advisors use?

Calder Investment Advisors's tech stack includes WordPressFont AwesomeTwemojijQueryPHPYouTubeGoogle AnalyticsAdobe Fonts.

What is Calder Investment Advisors's email format?

Calder Investment Advisors's email format typically follows the pattern of First@calderadvisors.com. Find more Calder Investment Advisors email formats with LeadIQ.

When was Calder Investment Advisors founded?

Calder Investment Advisors was founded in 1988.

Calder Investment Advisors

Q: How many employees does Calder Investment Advisors have currently?

Calder Investment Advisors has approximately 11 employees.

Q: What technology does Calder Investment Advisors use?

Calder Investment Advisors's tech stack includes Font Awesome, Adobe Fonts, YouTube, Yoast SEO, PHP.

Investment ManagementMichigan, United States11-50 Employees

Calder Investment Advisors provides financial services including asset
management, retirement plan management, retirement accumulation,
and estate planning on a fee-only basis.  The firm's objective is to deliver
customized, financial advice that is unequaled in terms of quality and
value from which the client can achieve their desired financial goals.

Calder Investment Advisors' customized, asset management services
match the client's return and risk requirements to a portfolio utilizing
multiple investment asset classes and investment styles which is
designed, monitored, and managed to achieve both short and long-term
investment objectives.

Our goal is to consistently think and act in the best interest of all our
clients in every service we provide. That is why we accept no
commissions or fees that might influence our choices. We understand
that we are only successful if our clients are successful.