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TERRIL & COMPANY
10777 Sunset Office Drive
Suite 317
Saint Louis, Missouri 63127-1019
Tel: 314-965-0344
About TERRIL & COMPANY
TERRIL & COMPANY, formally registered with the SEC as TERRIL & COMPANY. The firm was established in 11/12/1980. They have over 3 offices throughout the country.
TERRIL & COMPANY is a Saint Louis, Missouri based Financial Planning firm with nearly $677,417,623 assets under management, offering retirement planning & investment advisory services to 875 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110422 |
| SEC# | 801-15619 |
| Assets Managed by Firm | $677,417,623 |
| No. of Clients | 875 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 875 | $677,417,623 |
| Individuals (other than high net worth individuals) | 186 | $49,006,691 |
| High net worth individuals | 167 | $533,326,160 |
| Pension and profit sharing plans | 11 | $54,667,584 |
| Charitable organizations | 2 | $31,284,224 |
| Corporations or other businesses | 9 | $9,132,964 |
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