Last updated: February 18th, 2020. Data source: SEC filings.
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Corda Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 31 state(s) with a licensed staff of 17 advisors. Corda Investment Management manages $1.1 billion and provides investment advisory services for 1,219 clients (1:72 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||18|
|Percentage of Advisors Trusted||82%|
|Average Client Balance||$879,409|
|Total AUM||$1.1 billion|
|Advisor / Client Ratio||1:72|
|SEC Filings||View SEC IAPD CRD #108046|
|State(s) Registered||AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, LA, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI|