T
$91.1K Total AUM
$91.1K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2024
- Office Locations
- 1
Office Locations
-- Broomfield CO
About Terranorth Investment Management LLC
Terranorth Investment Management LLC is a Broomfield-based RIA. The firm has been operating for 2 years. Managing $91.1K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$91.1K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
Duane Ray Webber
Chief Compliance Officer, Partner, President
- CRD
- #7886187
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,149 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,149 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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