Last updated: August 21st, 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.
The Trust Score algorithm did not surface any considerations for this firm. Checks take place monthly.
| Feature | Value |
| Minimum Investment | $500,000 |
| Average Client Balance | $879,409 |
| Hybrid Advisor | No |
| Disciplinary History | No |
| 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 |
Eyal wrote: How many different custodians do they use?
6 months agoCurrently, Corda Investment Management works with one custodian, TD Ameritrade.
