CFD Investments, Inc.
Firm details
- Headquarters
- Kokomo, Indiana
- CRD number
- 25427
- Registered since
- November 9, 1989
- Website
- cfdinvestments.com
Firm profile
FINTRXOverview
CFD Investments, Inc. is a corporation that has been SEC-registered since 1989. FINTRX classifies the firm as Unclassified and lists its owner type as both a domestic entity and an individual. The dataset explicitly notes that the firm does not act as a capital allocator and is not an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided a public description of its client segments, fee structure, or specific advisory and business activities in the FINTRX entry.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8
Robert Diamond
CEOCRD 2801150

Pietro Passalacqua
Founder & CEOCRD 2299676

Matthew Bahrenburg
General Counsel and Chief Compliance OfficerCRD 5295661
Contacts
3 of 168
Troy Jerrils
Registered RepresentativeCRD 4481694
Lisa Raderstorf
Financial AdvisorCRD 5079681

Kathi Dunlap
OwnerCRD 5401989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kokomo, IN
Howard
Location
Kokomo, IN
Headquartered in Kokomo, IN, anchoring the Kokomo-Peru, IN metro in the Midwest.
- Metro area
- Kokomo-Peru, IN
- Region
- Midwest
- County
- Howard
- Address
- 2704 S Goyer Rd
- Time zone
- ET (UTC-5)
- Office locations
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