Terry McDaniel & Company

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CAFR Data
Terry McDaniel & Company
CRD #104732
SEC #801-24465
CIK #
AUM $1.0 BB (87% Disc, 100% US)
Employees16 (44% Investors, 0% Brokers)
Phone512-495-9500
Address2630 Exposition Blvd Ste 300
Austin, TX 78703
Source [IAPD] [Website]
Total AUM ($MM)
111589266944622302000200620132020
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
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