Insights

Niche Market Focus Calder Investment Advisors specializes in personalized, fee-only financial services including asset management and retirement planning, targeting clients seeking tailored investment solutions, which presents opportunities to introduce advanced digital advisory tools or expanded financial planning services.

Growth Potential With an estimated revenue range of 25 to 50 million dollars and a relatively small team of 11-50 employees, Calder is positioned as a boutique firm with significant growth potential that could benefit from strategic marketing campaigns to attract high-net-worth individuals or institutional clients.

Technology Stack Insights Utilizing platforms like WordPress, Google Analytics, and analytics tools indicates an active online presence and data-driven approach, providing opportunities to offer client engagement solutions, marketing automation, or client portal enhancements tailored to wealth management firms.

Competitive Landscape Operating in a highly competitive industry with large firms such as Charles Schwab and Fidelity, Calder can leverage its customized, fee-only advisory model to target clients dissatisfied with commission-based services or seeking more personalized investment management.

Client-Centric Approach Calder’s emphasis on acting in clients' best interest and avoiding conflicts of interest offers a unique selling point that can be highlighted in marketing efforts, particularly when reaching out to ethically conscious clients or those seeking transparent, conflict-free financial advice.

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 FormatsExamplePercentage
First@calderadvisors.comJohn@calderadvisors.com
41%
Last@calderadvisors.comDoe@calderadvisors.com
12%
First.Last@calderadvisors.comJohn.Doe@calderadvisors.com
6%
First@calderadvisors.comJohn@calderadvisors.com
41%

Frequently Asked Questions

Where is Calder Investment Advisors's headquarters located?

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

What is Calder Investment Advisors's phone number?

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

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

How much revenue does Calder Investment Advisors generate?

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As of February 2026, Calder Investment Advisors's annual revenue is estimated to be $276K.

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

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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?

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As of February 2026, 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?

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Calder Investment Advisors operates in the Investment Management industry.

What technology does Calder Investment Advisors use?

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

What is Calder Investment Advisors's email format?

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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?

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Calder Investment Advisors was founded in 1988.

Calder Investment Advisors

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.

Section iconCompany Overview

Headquarters
96 Monroe Ctr Northwest Suite 305 Grand Rapids, Michigan United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1988
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Calder Investment Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Calder Investment Advisors's revenue is estimated to be in the range of $25M$50M

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