TDA INVESTMENT GROUP

2025 Pioneer Court
San Mateo, California 94403
Tel: 650-343-6333

About TDA INVESTMENT GROUP

TDA INVESTMENT GROUP, formally registered with the SEC as TDA INVESTMENT GROUP. The firm was established in 07/03/1991. They have over 1 offices throughout the country.

TDA INVESTMENT GROUP is a San Mateo, California based Financial Planning firm with nearly $825,653,474 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112016
SEC#	801-39280
Assets Managed by Firm	$825,653,474
No. of Clients	3
No. of Advisors	20

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (REAL ESTATE INVESTMENT MANAGEMENT FOR PENSION FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$825,653,474
Pension and profit sharing plans	2	$740,581,038

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