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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 $760,944,922 assets under management, offering retirement planning & investment advisory services to 1032 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110422 |
| SEC# | 801-15619 |
| Assets Managed by Firm | $760,944,922 |
| No. of Clients | 1032 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1032 | $760,944,922 |
| Individuals (other than high net worth individuals) | 244 | $64,576,228 |
| High net worth individuals | 187 | $607,316,057 |
| Pension and profit sharing plans | 12 | $43,419,870 |
| Charitable organizations | 2 | $33,989,634 |
| Corporations or other businesses | 6 | $11,643,133 |
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|---|---|---|---|
| $824,988,034,503 | 5086856 | 29003 | |
| $558,464,518,060 | 1352052 | 19871 | |
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 |
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