TDA, INC.

Advisory

N·SAN MATEO, CA

Data as of Dec 13, 2024 · Source: SEC Form ADV

Total AUM

$969M

1-Year AUM Growth

+2.5%

3-Year CAGR

+8.2%

Employees

5

Assets Under Management

Total AUM$969M

Discretionary AUM$969M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees5

Investment Advisers22

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record34

First FilingApr 30, 2001

Latest FilingDec 13, 2024

🔒 Full AUM trend chart and 34 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TDA, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.