Tda Investment Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 112016
- SEC number
- 801-39280
- Firm type
- RIA
- Assets under management
- $969.3M as of Dec 15, 2025
- Website
- www.linkedin.com/company/tda-investment-group ↗
- Phone
- 650-343-6333
- Address
- 2025 Pioneer Court, San Mateo, CA, 94403
Advisors at this firm
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SEC IAPD record for firm CRD 112016 ↗
FINRA BrokerCheck record for firm CRD 112016 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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