Randy
Kratz
Corda Investment Management, LLC
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About this Advisor
Randy Kratz is a certified financial planner who works out of Houston, Texas. Kratz is currently employed by Corda Investment Management, LLC. Their career trajectory has included roles at Corda Investment Management, LLC, Willoughby Hill Wealth Management and Sweetwater Financial Advisors, LLC. Kratz has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Corda Investment Management, LLC is a financial advisory company based out of Houston, TX. The firm has offices in four locations and a total of 25 employees. It controls $1 billion in assets under management between its 2,890 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 2,890 accounts, 70% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which service is offered. However, fees charged by Corda Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corda Investment Management, LLC Brokerage Details
$1,447,427,210
25
2,890
$500,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Randy Kratz Work History
Randy has been registered as a financial advisor for 0 years.*
Corda Investment Management, LLC
Sweetwater Financial Advisors, LLC
Willoughby Hill Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Randy Kratz 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
Houston, TX
Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
