Terry McDaniel & Company


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Terry McDaniel & Company
CRD #104732
SEC #801-24465
AUM $1.0 BB (87% Disc, 100% US)
Employees16 (44% Investors, 0% Brokers)
Address2630 Exposition Blvd Ste 300
Austin, TX 78703
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Berman Steven Mallin
CA 1.1
Capwealth Advisors LLC
TN 1.1
Ullman John & Associates Inc
NY 1.1
Gemmer Asset Management LLC
CA 1.1
Banyan Tree Asset Management LLC
CA 1.1
Bloom Asset Management Inc
MI 1.0
Asset Management Inc
MD 1.0
Planning Alternatives Ltd
MI 1.0
Retirement Advisors of America Inc
TX 1.0
Young Richard C & Co Ltd
RI 1.0
Terms of Service | Privacy Policy | User Guide