Last updated: January 21st, 2020. Data source: SEC filings.
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 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||88%|
|Average Client Balance||$879,409|
|Total AUM||$1.1 billion|
|Advisor / Client Ratio||1:72|
|SEC Filings||Forms and Brochures (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|
Eyal wrote: How many different custodians do they use?11 months ago
Currently, Corda Investment Management works with one custodian, TD Ameritrade.