Timothy
Wolfcale
Corda Investment Management, LLC
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About this Advisor
Timothy Wolfcale is a financial advisor based in Houston, Texas, working with Corda Investment Management, LLC. Timothy has previously held a position at Corda Investment Management, LLC. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Timothy 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
Timothy Wolfcale Work History
Corda Investment Management, LLC
Disclosures
Please visit the SEC profile of Timothy Wolfcale 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
Broomfield, CO
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Austin, TX
Houston, TX
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