Tda Investment Group
DBA: Tda, Inc.
2025 PIONEER COURT, San Mateo, California 94403
SEC CRD#112016
Last ADV filed: 12/15/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
AUM-Based Fee0.88%of assets under management
Compensation methods:
Percentage of AUM
Compensation Transparency
- Also licensed to sell insurance products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.