CORDA INVESTMENT MANAGEMENT, LLC

HOUSTON, Texas·3 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
3
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

3 registered advisors
Bonner Castles Barnes
HOUSTON, Texas
John Patrick Schloegel
HOUSTON, Texas
Vernon Keith Roberts
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
3 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.