TDA, INC.
Legal name: TDA INVESTMENT GROUP
CRD #112016 SEC #801-39280 SAN MATEO, CA 650-343-6333
SEC Registered Private Funds
Total AUM
$969.3M
Discretionary
$969.3M
Employees
22
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $969.3M | $969.3M | $0 | 22 | 0 |
| Oct 2025 | $825.7M | $825.7M | $0 | 20 | 0 |
| Dec 2024 | $825.7M | $825.7M | $0 | 20 | 0 |
| Dec 2023 | $805.6M | $805.6M | $0 | 20 | 0 |
| Dec 2022 | $766.9M | $766.9M | $0 | 20 | 0 |
| Dec 2021 | $650.5M | $650.5M | $0 | 20 | 0 |
| Dec 2020 | $571M | $571M | $0 | 20 | 0 |
| Nov 2019 | $578.7M | $578.7M | $0 | 20 | 0 |
| Sep 2019 | $519.6M | $519.6M | $0 | 20 | 0 |
| Nov 2018 | $519.6M | $519.6M | $0 | 20 | 0 |
| Nov 2017 | $537.9M | $537.9M | $0 | 20 | 2 |
| May 2017 | $537.6M | $537.6M | $0 | 15 | 1 |
| Dec 2016 | $537.6M | $537.6M | $0 | 15 | 1 |
| Nov 2015 | $491M | $491M | $0 | 15 | 1 |
| Dec 2014 | $437M | $437M | $0 | 15 | 1 |
| Apr 2014 | $417.9M | $417.9M | $0 | 13 | 1 |
| Oct 2013 | $417.9M | $417.9M | $0 | 113 | 1 |
| Nov 2012 | $353M | $353M | $0 | 12 | 1 |
| Feb 2012 | $358M | $358M | $0 | 6 | 1 |
| Dec 2011 | $344.8M | $344.8M | $0 | 6 | 1 |
| Aug 2010 | $304.7M | $304.7M | $0 | 10 | -- |
| Oct 2009 | $304.7M | $304.7M | $0 | 10 | -- |
| Oct 2009 | $297.6M | $297.6M | $0 | 10 | -- |
| Dec 2007 | $279.4M | $279.4M | $0 | 10 | -- |
| Dec 2006 | $199.8M | $198.8M | $1M | 10 | -- |
| Dec 2005 | $178M | $177M | $1M | 10 | -- |
| Dec 2003 | $186.5M | $185.5M | $1M | 10 | -- |
| Dec 2003 | $186.5M | $185.5M | $1M | 10 | -- |
| Apr 2002 | $192.3M | $191.3M | $1M | 10 | -- |
DateDec 2025
Total AUM$969.3M
Discretionary$969.3M
Non-Disc.$0
Employees22
Clients0
DateOct 2025
Total AUM$825.7M
Discretionary$825.7M
Non-Disc.$0
Employees20
Clients0
DateDec 2024
Total AUM$825.7M
Discretionary$825.7M
Non-Disc.$0
Employees20
Clients0
DateDec 2023
Total AUM$805.6M
Discretionary$805.6M
Non-Disc.$0
Employees20
Clients0
DateDec 2022
Total AUM$766.9M
Discretionary$766.9M
Non-Disc.$0
Employees20
Clients0
DateDec 2021
Total AUM$650.5M
Discretionary$650.5M
Non-Disc.$0
Employees20
Clients0
DateDec 2020
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees20
Clients0
DateNov 2019
Total AUM$578.7M
Discretionary$578.7M
Non-Disc.$0
Employees20
Clients0
DateSep 2019
Total AUM$519.6M
Discretionary$519.6M
Non-Disc.$0
Employees20
Clients0
DateNov 2018
Total AUM$519.6M
Discretionary$519.6M
Non-Disc.$0
Employees20
Clients0
DateNov 2017
Total AUM$537.9M
Discretionary$537.9M
Non-Disc.$0
Employees20
Clients2
DateMay 2017
Total AUM$537.6M
Discretionary$537.6M
Non-Disc.$0
Employees15
Clients1
DateDec 2016
Total AUM$537.6M
Discretionary$537.6M
Non-Disc.$0
Employees15
Clients1
DateNov 2015
Total AUM$491M
Discretionary$491M
Non-Disc.$0
Employees15
Clients1
DateDec 2014
Total AUM$437M
Discretionary$437M
Non-Disc.$0
Employees15
Clients1
DateApr 2014
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees13
Clients1
DateOct 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees113
Clients1
DateNov 2012
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees12
Clients1
DateFeb 2012
Total AUM$358M
Discretionary$358M
Non-Disc.$0
Employees6
Clients1
DateDec 2011
Total AUM$344.8M
Discretionary$344.8M
Non-Disc.$0
Employees6
Clients1
DateAug 2010
Total AUM$304.7M
Discretionary$304.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$304.7M
Discretionary$304.7M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$279.4M
Discretionary$279.4M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$199.8M
Discretionary$198.8M
Non-Disc.$1M
Employees10
Clients--
DateDec 2005
Total AUM$178M
Discretionary$177M
Non-Disc.$1M
Employees10
Clients--
DateDec 2003
Total AUM$186.5M
Discretionary$185.5M
Non-Disc.$1M
Employees10
Clients--
DateDec 2003
Total AUM$186.5M
Discretionary$185.5M
Non-Disc.$1M
Employees10
Clients--
DateApr 2002
Total AUM$192.3M
Discretionary$191.3M
Non-Disc.$1M
Employees10
Clients--