Cda Group
Cda Group (CRD# 151838) is a financial advisory firm headquartered in Greenville, SC. They manage $480,521,690 in 1,000 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management481MILLION
-
Total Number of Accounts1,000ACCOUNTS
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Average Account Value$480,522
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NC, SC, TX
Financial Advisors at Cda Group
No Advisor Found.
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