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 is listed in FINTRX as SEC-registered since 1989. Ownership is recorded as a mix of a domestic entity and an individual. The firm’s record does not include a classification beyond “unclassified,” and the FINTRX profile indicates it is not a capital allocator, not an active ESG investor, not a pension consultant, and is not identified as a multi-state or newly formed adviser. The database entry contains no detailed description of the firm’s advisory offerings, fee model, client mix, or investment strategy. That absence limits visibility into how the firm sources managers, constructs portfolios, or uses third-party managers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

    CEOCRD 2801150

  • PIETRO PASSALACQUA

    Founder & CEOCRD 2299676

  • MATTHEW BAHRENBURG

    General Counsel and Chief Compliance OfficerCRD 5295661

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Contacts

3 of 165
  • TROY JERRILS

    Registered RepresentativeCRD 4481694

  • LISA RADERSTORF

    Financial AdvisorCRD 5079681

  • KATHI DUNLAP

    OwnerCRD 5401989

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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