CORDA INVESTMENT MANAGEMENT, LLC

HOUSTON, Texas·5 registered advisors·CRD# 108046
SEC# 801-570976713-439-0665
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CORDA INVESTMENT MANAGEMENT, LLC

5 registered advisors
Bonner Castles Barnes
HOUSTON, Texas
Corrin Nmi Barnes
HOUSTON, Texas
Dana Wahl Barnes
HOUSTON, Texas
John Patrick Schloegel
HOUSTON, Texas
Vernon Keith Roberts
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
5 advisors

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Data sourced from SEC Form ADV filings. CORDA INVESTMENT MANAGEMENT, LLC (CRD# 108046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.