Corda Investment Management Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on April 7th, 2020*. For data support, email "support@investor.com". Views: 1,126 (trailing six months).

Corda Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 32 state(s) with a licensed staff of 17 advisors. Corda Investment Management manages $1.2 billion and provides investment advisory services for 1,236 clients (1:73 advisor/client ratio).

Corda Investment Management does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.

Trusted


Firm Information Value
Advisors Directory View Directory
Avg Advisor Years Registered 18
Percentage of Advisors Trusted 100%
Minimum Investment $500,000
Average Client Balance $937,702
Total AUM $1.2 billion
Advisor / Client Ratio 1:73
Headquarters Houston, TX
SEC Filings View SEC IAPD CRD #108046
State(s) Registered AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, 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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*SEC data last verified 04/07/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

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