TERRAFIRMA WEALTH PARTNERS
Tel: 925-587-8882 1255 Treat Boulevard Suite 300 Walnut Creek, California 94597
About TERRAFIRMA WEALTH PARTNERS
TERRAFIRMA WEALTH PARTNERS is a Walnut Creek, California based financial advisory firm with nearly $83,000,000 in assets under management and provides investment advisory services for 261 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
331568
Firm SEC#:
801-130683
Assets Under Management:
$83,000,000
No. of Clients:
261
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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