Corda Investment Management, LLC
Corda Investment Management, LLC (CRD# 108046) is a financial advisory firm headquartered in Houston, TX. They manage $1,562,573,916 in 2,953 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management1,563MILLION
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$529,148
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, LA, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY
Bonner Barnes (CRD# 717481) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.
Duane Davis (CRD# 1570974) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 37 years of experience in the finance industry.
Jeffrey Dodson (CRD# 2396065) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 30 years of experience in the finance industry.
Craig Fowlkes (CRD# 4302018) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 22 years of experience in the finance industry.
Kevin Hopkins (CRD# 2719093) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 27 years of experience in the finance industry.
Jason Iacobucci (CRD# 4337618) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 23 years of experience in the finance industry.
Randy Kratz (CRD# 2570785) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 18 years of experience in the finance industry.
Eyal Lavie (CRD# 5051392) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 18 years of experience in the finance industry.
Brooke Naghavi (CRD# 5737157) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 14 years of experience in the finance industry.
Terrance Puhl (CRD# 1031224) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 41 years of experience in the finance industry.