Corda Investment Managementverified_user

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Last updated: December 6th, 2019. Data source: SEC filings.

Corda Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 34 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.


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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 88%
Minimum Investment $500,000
Average Client Balance $879,409
Total AUM $1.1 billion
Advisor / Client Ratio 1:72
Headquarters Houston, TX
SEC Filings Forms and Brochures    (CRD # 108046)
State(s) Registered AL, AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, IA, LA, MA, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI


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Eyal wrote: How many different custodians do they use?

9 months ago
Response from Jessica H at Investor.com

Currently, Corda Investment Management works with one custodian, TD Ameritrade.