# TDA, INC.

TDA, INC. of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112016
- Type: SEC-registered investment adviser
- SEC file number: 801-39280
- Location: 2025 PIONEER COURT, SAN MATEO, CA, 94403
- Phone: 650-343-6333
- Latest filing: 2025-12-15
- Regulatory AUM: $969.3M
- Discretionary AUM: $969.3M
- Clients: 22
- Accounts: 4

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [Garry James Spanner](https://search.stillhousedata.com/person/672949) | CEO, PRESIDENT, CFO | — |
| [Robert T Perkins](https://search.stillhousedata.com/person/672950) | EXECUTIVE VICE PRESIDENT | — |
| [Alan Ng](https://search.stillhousedata.com/person/672951) | CHIEF COMPLIANCE OFFICER | Singapore, U0 |
| [Erik David St. Charles](https://search.stillhousedata.com/person/679755) | CCO & CORPORATE SECRETARY | — |
| [ST LAURENT CHRISTOPHER DAVID](https://search.stillhousedata.com/person/763327) | CCO & CORPORATE SECRETARY | — |
| [SPANNER GARRY JAMES](https://search.stillhousedata.com/person/786260) | CEO; CEO & CHIEF COMPLIANCE OFFICER; CEO & PRESIDENT (+4 more) | — |
| [RICHARDSON SHINA LINDA DALE](https://search.stillhousedata.com/person/802175) | CFO | — |
| [KWOK VICTOR T](https://search.stillhousedata.com/person/813489) | CHIEF FINANCIAL OFFICER | — |
| [Mareschi Kathryn E](https://search.stillhousedata.com/person/849221) | CHIEF FINANCIAL OFFICER | — |
| [Perkins Robert T](https://search.stillhousedata.com/person/849222) | EXECUTIVE VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112016/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112016/similar
- Related entities: https://search.stillhousedata.com/firm/112016/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112016

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.