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
Teresa Queal (CRD# 2958569) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 25 years of experience in the finance industry.
Brian Raupp (CRD# 5997681) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 12 years of experience in the finance industry.
John Schloegel (CRD# 2227362) 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.
Timothy Wolfcale (CRD# 1410116) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 38 years of experience in the finance industry.
Joseph Biegaj (CRD# 7838605) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.
Rajin Joshi (CRD# 7611598) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 3 years of experience in the finance industry.