Brooke
Naghavi
Corda Investment Management, LLC
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About this Advisor
Brooke Naghavi is a financial advisor based in Houston, Texas, working with Corda Investment Management, LLC. Brooke has previously held positions at Fs2 Capital Partners, LLC, Frost Brokerage Services, and Corda Investment Management, LLC. Brooke has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Brooke is part of Corda Investment Management, LLC, which operates out of Houston, Texas. The firm has 6 offices and 27 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Corda Investment Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corda Investment Management, LLC Brokerage Details
$1,562,573,916
27
2,953
$529,148
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brooke Naghavi Work History
Corda Investment Management, LLC
Frost Brokerage Services
Fs2 Capital Partners, LLC
Fs2 Capital Partners, LLC
Disclosures
Please visit the SEC profile of Brooke Naghavi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corda Investment Management, LLC
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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