SAN MATEO, CACRD 112016Latest ADV December 15, 2025
Tda Investment Group is an SEC registered investment adviser organized as a corporation with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated December 15, 2025, reports $969M in regulatory assets under management, 22 employees, and 4 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
75.0%
3
2
Pooled Investment Vehicles
25.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$969Mas of December 15, 2025
Discretionary100.0%
$969M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$969M
Total Accounts4
10Y AUM Change+$432M (+80.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee0:1
10Y Employee Change+7 (+46.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.