$29.4M Total AUM
$29.4M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-2016
- Office Locations
- 1
Office Locations
-- Aventura FL
About Teradime Financial LLC
Teradime Financial provides investment management and strategic wealth planning for individuals (including high-net-worth), trusts and estates, and institutional clients. The firm emphasizes unbiased advice aimed at long-term outcomes, with portfolios largely implemented via ETFs. Custody is through Interactive Brokers, offering a straightforward operational fit for ETF-focused distribution partners.
Team overview
-- AVG AGE
$29.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
V
Vladislav Sheykhet
Investment Advisor, PRINCIPAL
- CRD
- #6632505
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,407,544 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,407,544 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing