Terry Mcdaniel & Company Review


Trust Score 98%
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Terry Mcdaniel & Company, federally registered in 1985, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 6 advisors. Terry Mcdaniel & Company manages $1.0 billion and provides investment advisory services for 620 clients (1:104 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Avg Account Balance $1,677,866
Hybrid Advisor No
Disciplinary History No
Total AUM $1.0 billion
Advisor / Client Ratio 1:104
Headquarters 2630 Exposition Blvd Ste 300 Austin, TX 78703
SEC Filings Forms and Brochures
State(s) Registered TX


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