Terranorth Investment Management LLC
RIAState Registered
Total AUM
$91.1K
Discretionary
$91.1K
100% of AUM
Avg account
$91.1K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330500
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Terranorth Investment Management LLC is an independent, Colorado-registered investment adviser organized as a limited liability company and owned by an individual. The firm provides portfolio management services targeted at individuals and small businesses and charges clients on a percentage-of-AUM basis. Its ADV filing indicates it is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not presented as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations