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 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
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 8ROBERT DIAMOND
CEOCRD 2801150
PIETRO PASSALACQUA
Founder & CEOCRD 2299676
MATTHEW BAHRENBURG
General Counsel and Chief Compliance OfficerCRD 5295661
Contacts
3 of 165TROY 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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