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Building 2TDA INVESTMENT GROUP

Map pinSAN MATEO, CA
Phone650-343-6333
NotebookSEC #801-39280
Total AUM
$969.3M
Employees
22
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2025 PIONEER COURT
SAN MATEO
CA 94403
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
650-343-6333

ReceiptFinancials

Total AUM
$969.3M
Accounts
4
Discretionary
$969.3M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$127.2M
Pension/Profit Sharing Plan Clients
3
AUM
$842.1M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
REAL ESTATE INVESTMENT MANAGEMENT FOR PENSION FUNDS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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