CDI Advisors

Business Services · 1-10 Employees

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Overview

Phone Number

(818) 889-8908

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
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ZI Rank
1
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About CDI Advisors

CDI Advisors LLC is an investment consulting firm that specializes in asset allocation, believing it to be the primary determinant of portfolio performance. They design customized asset allocation and asset-liability models for both institutional and individual investors, employing conventional portfolio selection methodologies. Their unique advantage lies in their comprehensive cost-risk management framework, which aids investors in selecting optimal policy portfolios to minimize funding risks and costs. The firm is independent and employee-owned, providing unbiased advice without affiliations to asset management or brokerage firms.Explore more
Popular SearchesCdi Advisors LLCSIC Code 87,874NAICS Code 54,541Show more

CDI Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CDI Advisors

<$5M
1-10
Private
-
2008
$12.5M
11-50
Private
-
2013
$5.9M
11-50
Private
-
2001
LS
Linda SchwartzManager, Business
<$5M
1-10
Private
-
2002
JL
Jackie LowDirector, Consulting Support
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
CO
Charles OsborneCo-Founder & Managing Director
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

CDI Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

CDI Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about CDI Advisors.

CDI Advisors Tech Stack

A closer look at the technologies used by CDI Advisors

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Frequently Asked Questions Regarding CDI Advisors

What is CDI Advisors's official website?
CDI Advisors's official website is www.cdiadvisors.com
What is CDI Advisors's Revenue?
CDI Advisors's revenue is <$5 Million
What is CDI Advisors's SIC code?
CDI Advisors's SIC: 87,874
What is CDI Advisors's NAICS code?
CDI Advisors's NAICS: 54,541
How many employees does CDI Advisors have?
CDI Advisors has 1-10 employees
What industry does CDI Advisors belong to?
CDI Advisors is in the industry of: Business Services, Finance, Project Management
What is CDI Advisors competition?
CDI Advisors top competitors include: Mutual Funds, Journey Capital Advisers, Sterling Range Financial Management, Iron Capital Advisors
What technology does CDI Advisors use?
Some of the popular technologies that CDI Advisors uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact CDI Advisors?
CDI Advisors contact info: Phone number: (818) 889-8908 Website: www.cdiadvisors.com
What does CDI Advisors do?

CDI Advisors LLC is an investment consulting firm that specializes in asset allocation, believing it to be the primary determinant of portfolio performance. They design customized asset allocation and asset-liability models for both institutional and individual investors, employing conventional portfolio selection methodologies. Their unique advant... age lies in their comprehensive cost-risk management framework, which aids investors in selecting optimal policy portfolios to minimize funding risks and costs. The firm is independent and employee-owned, providing unbiased advice without affiliations to asset management or brokerage firms.Read More

Is CDI Advisors a public company?
CDI Advisors is private company therefore does not currently have an official ticker symbol
See more information about CDI Advisors

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