Coda Markets, Inc.
Firm details
- Headquarters
- Wilmette, Illinois
- CRD number
- 36187
- Registered since
- May 10, 1994
- Website
- www.pdqenterprises.com
Firm profile
FINTRXOverview
Coda Markets, Inc. is organized as a corporation and has been SEC-registered since 1994. Public records classify ownership as a combination of a domestic entity and individual ownership; beyond that, filings in the dataset do not break out business lines, target clients, or fee structures. The firm is not identified in the data as a capital allocator and is marked as not actively integrating ESG into its investment process. It is also recorded as not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser.
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
2 of 2Timothy Lang
CEO and FounderCRD 1109356
Mark Derolf
Chief Compliance OfficerCRD 1924355
Contacts
3 of 11Kristen Murphy
CRD 2287252
Joseph Swiatek
Trading OperationsCRD 2911830
Kathryn Mcallister
SalesCRD 3265993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmette, IL
Cook
Location
Wilmette, IL
Headquartered in Wilmette, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1000 Skokie Blvd
- Time zone
- CT (UTC-6)
- Office locations
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