TDA Investment Group

RIASEC Registered

Total AUM

$969M

Discretionary

$969M

100% of AUM

Avg account

$242M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

TDA Investment Group is a corporate-structured adviser focused on real estate investing and related advisory services. The firm is SEC-registered (since 1991) and is owned by an individual principal. Its client base is institutional, and it positions itself as both an investment adviser and an active participant in real estate transactions — serving as a broker and acting as sponsor, general partner and managing member of pooled vehicles. Advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional entities. The firm bills on a percentage-of-assets-under-management basis and also provides pension consulting services. TDA Investment Group is not flagged as an active ESG investor and is not registered as a multistate adviser.