CFD Investments, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
173
Avg account
$0

Firm details

Headquarters
Kokomo, Indiana
CRD number
25427
Registered since
November 9, 1989

Firm profile

FINTRX

Overview

CFD Investments, Inc. is organized as a corporation and has been registered with the SEC since 1989. Ownership is listed as a combination of a domestic entity and an individual. The firm's public profile classifies it as "unclassified" and it is not identified as a capital allocator. Regulatory and program-level flags in the source indicate CFD Investments, Inc. is not an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. The data does not include a description of the firm's advisory offerings, fee schedule, client segments, or specific business activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Robert Diamond

    Robert Diamond

    CEOCRD 2801150

  • Pietro Passalacqua

    Pietro Passalacqua

    Founder & CEOCRD 2299676

  • Matthew Bahrenburg

    Matthew Bahrenburg

    General Counsel and Chief Compliance OfficerCRD 5295661

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Contacts

3 of 165
  • Troy Jerrils

    Troy Jerrils

    Registered RepresentativeCRD 4481694

  • Lisa Raderstorf

    Lisa Raderstorf

    Financial AdvisorCRD 5079681

  • Kathi Dunlap

    Kathi Dunlap

    OwnerCRD 5401989

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth