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Dana Wahl Barnes

CORDA INVESTMENT MANAGEMENT, LLC·HOUSTON, Texas
Unclaimed Profile
8955 KATY FREEWAY, HOUSTON, TX 77024-1626CRD# 6756734Firm CRD# 108046
01

About

Dana Wahl Barnes is a registered financial advisor based in HOUSTON, Texas, affiliated with CORDA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORDA INVESTMENT MANAGEMENT, LLC
CORDA INVESTMENT MANAGEMENT, LLC
AUM
$1.6B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at CORDA INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6756734
Firm CRD# 108046
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana Wahl Barnes offer?
Dana Wahl Barnes specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Dana Wahl Barnes's credentials?
Dana Wahl Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Wahl Barnes located?
Dana Wahl 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 Dana Wahl Barnes charge for services?
Dana Wahl 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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Other Advisors at CORDA INVESTMENT MANAGEMENT, LLC

Vernon Keith Roberts
HOUSTON, TX
Bonner Castles Barnes
HOUSTON, TX
Corrin Nmi Barnes
HOUSTON, TX
John Patrick Schloegel
HOUSTON, TX

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