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Bonner Castles Barnes

Corda Investment Management, LLC

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About Bonner Castles Barnes

Bonner Castles Barnes is a registered investment advisor representative with Corda Investment Management, LLC. Bonner has been with the firm since October 1999. Bonner has been registered in Louisiana since June 30, 2008. The firm, Corda Investment Management, LLC, is based in Houston, Texas and provides a variety of investment advisory services to individuals, corporations, and charitable organizations. The firm specializes in portfolio management, financial planning, and pension consulting.

Firm Information

Bonner Barnes is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bonner Barnes’s Registration & Firm History

TX

06/30/2008 - Present

Corda Investment Management, LLC (HOUSTON TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bonner Castles Barnes.
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