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Last updated: November 16th, 2019. Data source: SEC filings.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Top Advisor||Bonner Castles Barnes|
|Avg Advisor Trust Score||97|
|Avg Advisor Years Registered||6|
|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||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|
Eyal wrote: How many different custodians do they use?8 months ago
Currently, Corda Investment Management works with one custodian, TD Ameritrade.