Overview
Assets Under Management: $761 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 205
Average Client Assets: $3 million
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