Terra Nova Asset Management LLC

Terra Nova Asset Management LLC (CRD# 111676) is a financial advisory firm headquartered in New York, NY. They manage $171,020,111 in 145 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
777 Third Avenue, New York, NY 10017
http://www.terranovausa.com
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $1,179,449
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Terra Nova Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Baumgartner, financial advisor New York NY
Daniel Baumgartner
CRD#: 2350488
777 Third Avenue, New York, NY 10017

Daniel Baumgartner (CRD# 2350488) is an Investment Advisor Representative working at Terra Nova Asset Management LLC in New York, NY and has over 30 years of experience in the finance industry.

2
Petra Peters, financial advisor New York NY
Petra M. Peters
CRD#: 1636973
777 Third Avenue, New York, NY 10017

Petra Peters (CRD# 1636973) is an Investment Advisor Representative working at Terra Nova Asset Management LLC in New York, NY and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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