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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CrestPrime beacon +more
- Established Date
- 05-21-2007
- Office Locations
- 2
Office Locations
About Calder Financial Group
Calder Financial Group is an independent, fee-only advisory firm serving employers and individuals. For employers, it provides strategic consulting and administration for employee benefits, compensation, and retirement plans, acting as an outsourced HR rewards partner and a 3(38) fiduciary. For individuals, it delivers comprehensive planning and modeling, Social Security and benefits guidance, and investment management. Partner-led team includes CFA/CPA credentials; no product sales or commissions.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE DIRK RACETTE
Chief Executive Officer, Partner
- CRD
- #1156380
- Ownership
- 25% but less than 50%
Brian D Riefepeters
Consultant, President
- CRD
- --
- Ownership
- 25% but less than 50%
Zenith beacon
Delta horizon bridge
- CRD
- #58547
- Ownership
- 36.1%
Showing 2 of 3 owners & executives
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Kelly E Eggleston
Investment Advisor
- CRD
- #7287128
PATRICK O'HARE NEWCOMBE
Certified Financial Planner
- CRD
- #2177778
Matrix ember
Delta unison
- CRD
- #59827
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,000,000 | $162,206 |
| Non-Discretionary | $0 | -- |
| Total | $297,000,000 | $162,206 |
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Separately Managed Accounts
Total SMA Asset: $297,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,273,521,055 | 37.2% |
| Cash | $2,731,892,236 | 44.7% |
| Equity - Exchange | $1,106,202,449 | 18.1% |
| Total | $6,111,615,740 | 100.0% |