TERRAFORT CAPITAL LLC

RIASEC Registered

Total AUM

$1.1K

Discretionary

$1.1K

100% of AUM

Avg account

$1.1K

Accounts

Employees

Advisory reps

Firm details

Headquarters: NORTH BETHESDA, Maryland
CRD number: 316148
Website: www.terrafortcapital.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Terrafort Capital LLC operates as an independent registered investment advisor, primarily serving individual and family clients. The firm engages in a variety of advisory activities, including financial planning, portfolio management for both individuals and pooled investment vehicles, and pension consulting services. Terrafort Capital is also involved in educational initiatives, offering seminars and publishing periodicals. As an active ESG investor, the firm demonstrates a commitment to sustainable investing practices.