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
Terra Nova Asset Management LLC
By the Numbers
-
Total Assets Under Management171MILLION
-
Total Number of Accounts145ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY, TX
Financial Advisors at Terra Nova Asset Management LLC
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.