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Home > Retirement Planners > california > san francisco > TERRA FIRMA ASSET MANAGEMENT
TERRA FIRMA ASSET MANAGEMENT
1160 Battery Street
Suite 100 East Bldg
San Francisco, California 94111
Tel: 415-361-4024
About TERRA FIRMA ASSET MANAGEMENT
TERRA FIRMA ASSET MANAGEMENT, formally registered with the SEC as TERRA FIRMA ASSET MANAGEMENT. The firm was established in 02/07/2020. They have over 1 offices throughout the country.
TERRA FIRMA ASSET MANAGEMENT is a San Francisco, California based Financial Planning firm with nearly $22,376,661 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306765 |
| SEC# | 801-118043 |
| Assets Managed by Firm | $22,376,661 |
| No. of Clients | 1 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
- Other (MODEL RECOMMENDATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $22,376,661 |
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