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Executive Vice President · TDA Investment Group

Robert T. Perkins

CRD 6886001 · Named on Form ADV at one SEC-registered adviser

At a glance

TDA Investment Group, an SEC-registered asset manager based in San Mateo, CA with $969 million in regulatory assets, lists Robert T. Perkins on its Form ADV as Executive Vice President.

Firms and roles

  • TDA Investment GroupExecutive Vice PresidentAsset manager · San Mateo, CA · $969M in regulatory assets

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Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.