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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-27-2006
- Office Locations
- 1
Office Locations
About Roda Investment Management, LLC
Roda Investment Management, LLC is a Burtonsville, MD boutique RIA providing investment management alongside retirement-focused financial planning (e.g., how long savings may last, spending needs, and retirement timing). Its managed portfolios are primarily ETF-based with meaningful allocation to U.S. government/agency bonds. Owner-led by CEO/Managing Member Prospero Darrell Roda, the firm operates with a small, hands-on team.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
PROSPERO DARRELL RODA
Chief Executive Officer, Managing Member, President, Vice President
- CRD
- #3204980
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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