← Back to searchVisit website
TDA INVESTMENT GROUP
TDA, INC.
CRD 112016 · SEC 801-39280
2025 PIONEER COURT, SAN MATEO, CA, 94403, United States
Phone
650-343-6333
Fax
650-343-0858
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$969.3M
Discretionary AUM
$969.3M
Team
22 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-15
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)REAL ESTATE INVESTMENT MANAGEMENT FOR PENSION FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $127.2M |
| Pension/profit sharing plans | 3 | $842.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD