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John Patrick Schloegel

CORDA INVESTMENT MANAGEMENT, LLC·HOUSTON, Texas
Clean recordCORDA INVESTMENT MANAGEMENT, LLC
8955 KATY FREEWAY, HOUSTON, TX 77024-1626CRD# 2227362Firm CRD# 108046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Patrick Schloegel · HOUSTON, TX
Registration
CRD #2227362 · CORDA INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Patrick Schloegel 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
Introduction

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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# 2227362
Firm CRD# 108046
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Patrick Schloegel offer?
John Patrick Schloegel specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are John Patrick Schloegel's credentials?
John Patrick Schloegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Patrick Schloegel located?
John Patrick Schloegel 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 John Patrick Schloegel charge for services?
John Patrick Schloegel'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
Dana Wahl Barnes
HOUSTON, TX
Corrin Nmi Barnes
HOUSTON, TX

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Research
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