999 Vanderbilt Beach Road
Suite 701
Naples, Florida 34108
Tel: 239-540-2002
TERRACAP MANAGEMENT LLC, formally registered with the SEC as TERRACAP MANAGEMENT LLC. The firm was established in 04/02/2014. They have over 4 offices throughout the country.
TERRACAP MANAGEMENT LLC is a Naples, Florida based Financial Planning firm with nearly $2,322,877,683 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 28 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169695 |
SEC# | 801-78909 |
Assets Managed by Firm | $2,322,877,683 |
No. of Clients | 14 |
No. of Advisors | 28 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14 | $2,322,877,683 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
Explore More Retirement Advisors in Naples, Florida