Overview
Assets Under Management: $406 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 103
Average Client Assets: $3.2 million
Frequently Asked Questions
CDA GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151838), CDA GROUP is subject to fiduciary duty under federal law.
CDA GROUP is headquartered in GREENVILLE, SC.
CDA GROUP serves 103 high-net-worth clients according to their SEC filing dated September 26, 2018. View client details ↓
According to their SEC Form ADV, CDA GROUP offers financial planning and portfolio management for individuals. View all service details ↓
CDA GROUP manages $406 million in client assets according to their SEC filing dated September 26, 2018.
According to their SEC Form ADV, CDA GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.85%
Average Client Assets: $3.2 million
Total Client Accounts: 1,256
Non-Discretionary Accounts: 1,256
Regulatory Filings
CRD Number: 151838
Filing ID: 1242646
Last Filing Date: 2018-09-26 12:22:00