Overview
Assets Under Management: $761 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 205
Average Client Assets: $3 million
Frequently Asked Questions
TERRIL BROTHERS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110422), TERRIL BROTHERS INC is subject to fiduciary duty under federal law.
TERRIL BROTHERS INC is headquartered in SAINT LOUIS, MO.
TERRIL BROTHERS INC serves 205 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, TERRIL BROTHERS INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TERRIL BROTHERS INC manages $761 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, TERRIL BROTHERS INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,032
Discretionary Accounts: 1,032
Regulatory Filings
CRD Number: 110422
Last Filing Date: 2024-03-12 00:00:00
Website: https://terrilco.com