TERRA NOVA ASSET MANAGEMENT LLC

777 Third Avenue
New York, New York 10017
Tel: 212-355-1234

About TERRA NOVA ASSET MANAGEMENT LLC

TERRA NOVA ASSET MANAGEMENT LLC, formally registered with the SEC as TERRA NOVA ASSET MANAGEMENT LLC. The firm was established in 05/28/1998. They have over 2 offices throughout the country.

TERRA NOVA ASSET MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $171,020,111 assets under management, offering retirement planning & investment advisory services to 145 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111676
SEC#	801-55603
Assets Managed by Firm	$171,020,111
No. of Clients	145
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	145	$171,020,111
Individuals (other than high net worth individuals)	16	$5,083,277
High net worth individuals	49	$165,936,834

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