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TERRA WEALTH
Tel: 855-708-3772
400 West English Road Ste 215
High Point, North Carolina 27262
TERRA WEALTH
TERRA WEALTH is a High Point, North Carolina based financial advisory firm with nearly $340,742,000 in assets under management and provides investment advisory services for 2587 clients. There are currently 65 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
320643
SEC#:
801-125822
No. of Clients:
2587
Assets under Management
$340,742,000
No. of Advisors:
65
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