|
⚲
|
| Terry McDaniel & Company
✚
| |
|---|---|
| CRD # | 104732 |
| SEC # | 801-24465 |
| CIK # | |
| AUM | $1.6 BB (2024-03-28) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 512-495-9500 |
| Address | 2630 Exposition Blvd Ste 300 Austin, TX 78703 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 41.7 |
| (b) Individuals (high net worth individuals) | 225 | 1,562.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 40.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 1,643.8 |
| By Discretionary | ||
| Discretionary | 349 | 1,475.7 |
| Non-Discretionary | 4 | 168.1 |
| Total | 353 | 1,643.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,643.8 | |
| Total | 353 | 1,643.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LBMC Investment Advisors LLC
✚
|
TN | 1.8 |
|
Angeles Wealth Management LLC
✚
|
CA | 1.8 |
|
Safford Nicholas H & Co Inc
✚
|
MA | 1.8 |
|
Maloon Powers Pitre Higgins & Dennehy LLC
✚
|
CA | 1.7 |
|
Minot Deblois Advisors LLC
✚
|
MA | 1.7 |
|
Gemmer Asset Management LLC
✚
|
CA | 1.7 |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1.7 |
|
Diversified Portfolios Inc
✚
|
MI | 1.5 |
|
Atomic Invest LLC
✚
|
NY | 1.5 |
|
Traphagen Investment Advisors LLC
✚
|
NJ | 1.5 |