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Building 2CORDA INVESTMENT MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713-439-0665
NotebookSEC #801-57097
Total AUM
$2B
Employees
32
Clients
1,363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8955 KATY FREEWAY
SUITE 200
HOUSTON
TX 77024-1626
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
713-439-0665
Other Offices
3

ReceiptFinancials

Total AUM
$2B
Accounts
3,099
Discretionary
$1.9B
Accounts
2,994
Non-Discretionary
$61.8M
Accounts
105

ContactClients

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Individual Clients
794
AUM
$388.8M
HNW Individual Clients
565
AUM
$1.6B
Pension/Profit Sharing Plan Clients
3
AUM
$14.6M
Charitable Organization Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAIDILINKSKYLAMIMNMOMSMTNCNJNVNYOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

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

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