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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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