TERRY MCDANIEL & COMPANY

2630 Exposition Blvd Ste 300
Austin, Texas 78703
Tel: 512-495-9500

About TERRY MCDANIEL & COMPANY

TERRY MCDANIEL & COMPANY, formally registered with the SEC as TERRY MCDANIEL & COMPANY. The firm was established in 06/27/1985. They have over 1 offices throughout the country.

TERRY MCDANIEL & COMPANY is a Austin, Texas based Financial Planning firm with nearly $1,643,828,201 assets under management, offering retirement planning & investment advisory services to 353 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104732
SEC#	801-24465
Assets Managed by Firm	$1,643,828,201
No. of Clients	353
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	353	$1,643,828,201
Individuals (other than high net worth individuals)	120	$41,705,061
High net worth individuals	225	$1,562,040,193
Charitable organizations	8	$40,082,947

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