Be advised. This firm is no longer registered.

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
619 Halton Road, Bldg. 1a, Greenville, SC 29607
http://cdagroupllc.com/
By the Numbers
  • Total Assets Under Management
    481
    MILLION
  • Total Number of Accounts
    1,000
    ACCOUNTS
  • 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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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