Overview
Assets Under Management: $171 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 145
Discretionary Accounts: 144
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 111676
Last Filing Date: 2024-05-23 00:00:00
Website: https://terranovausa.com