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Last updated: January 16th, 2020. Data source: SEC filings.
Terry Mcdaniel & Company, federally registered in 1985, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 6 advisors. Terry Mcdaniel & Company manages $1.0 billion and provides investment advisory services for 310 clients (1:52 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||12|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$3,355,732|
|Total AUM||$1.0 billion|
|Advisor / Client Ratio||1:52|
|Headquarters||2630 Exposition Blvd Ste 300 Austin, TX 78703|
|SEC Filings||Forms and Brochures (CRD # 104732)|
|State(s) Registered||LA, TX|