Teradime Financial LLC

Overview

Teradime Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, with advisory activities centered on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is flexible, combining a percentage-of-AUM schedule with hourly and fixed-fee engagements to accommodate planning work and ongoing portfolio oversight. Investment posture is equity‑centric: the firm's reported preference is for exchange‑traded equities and ETFs as the primary vehicle for client exposure. Teradime does not identify as an active ESG investor, and it is not structured as a capital allocator or a multi‑state adviser. The firm's scale and custody choices indicate an emphasis on liquid, tradable public securities executed through a retail/interactive broker platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices