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Bonner Castles Barnes

CORDA INVESTMENT MANAGEMENT, LLC·HOUSTON, Texas
Clean record18 years registeredCORDA INVESTMENT MANAGEMENT, LLC
8955 KATY FREEWAY, HOUSTON, TX 77024-1626CRD# 717481Firm CRD# 108046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bonner Castles Barnes · HOUSTON, TX
Registration
CRD #717481 · CORDA INVESTMENT MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CORDA INVESTMENT MANAGEMENT, LLC
Jun 2008 – present
02

Registrations & Exams

Registration record
First registered · June 30, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORDA INVESTMENT MANAGEMENT, LLC
CRD 108046 · SEC 801-57097
AUM
$1.6B
Regulatory assets under management
Employees
27
2,953 client accounts
Services offered by CORDA INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORDA INVESTMENT MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bonner Castles Barnes offer?
Bonner Castles Barnes specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Bonner Castles Barnes's credentials?
Bonner Castles Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonner Castles Barnes located?
Bonner Castles Barnes is based in HOUSTON, Texas, working with CORDA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Bonner Castles Barnes charge for services?
Bonner Castles Barnes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORDA INVESTMENT MANAGEMENT, LLC?
CORDA INVESTMENT MANAGEMENT, LLC has approximately 27 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Vernon Keith Roberts
HOUSTON, TX
John Patrick Schloegel
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