TDA INVESTMENT GROUP
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 112016
- Registered since
- July 3, 1991
- Website
- tdainc.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans86.87%
- Pooled Investment Vehicles13.13%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TDA Investment Group operates as a corporation and has been registered with the SEC since 1991. The firm primarily focuses on real estate investments and serves an institutional client base. Its business activities include functioning as a real estate broker and providing portfolio management services for pooled investment vehicles and institutions. TDA Investment Group does not engage in active ESG investing and is not classified as a multi-state adviser. The firm operates under a fee structure based on a percentage of assets under management.
Assets & Accounts
Public Holdings
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
Asset composition
- Other96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Robert Perkins
Chief Investment OfficerCRD 6886001
Contacts
2 of 2GARRY SPANNER
PresidentCRD 4394358
Alan Ng
Director of AccountingCRD 8201067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 2025 Pioneer Ct
- Time zone
- PT (UTC-8)
- Office locations
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