linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Frederick Biegaj

Corda Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Frederick Biegaj

Joseph Frederick Biegaj is an Investment Advisor Representative at Corda Investment Management, LLC. Joseph Biegaj is registered with the state of Pennsylvania. Joseph has passed the Uniform Investment Adviser Law Examination, which is required for investment advisor representatives. Joseph Biegaj has been in the industry for over 1 year. Corda Investment Management, LLC is an investment advisor firm based in Houston, TX, offering financial planning, portfolio management for individuals and businesses.

Firm Information

Joseph Biegaj 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Biegaj’s Registration & Firm History

PA

11/14/2024 - Present

Corda Investment Management, LLC (Philadelphia PA)

Not sure if Joseph Frederick Biegaj is right for you?

Licenses & Designations

IA

Issued 01/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Frederick Biegaj.
Not sure if Joseph Frederick Biegaj is right for you?