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Building 2TERRIL & COMPANY

Map pinSAINT LOUIS, MO
Phone314-965-0344
NotebookSEC #801-15619
Total AUM
$987.8M
Employees
16
Clients
488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 CITY PLACE DRIVE
SUITE 1050
SAINT LOUIS
MO 63141-7102
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
314-965-0344
Other Offices
2

ReceiptFinancials

Total AUM
$987.8M
Accounts
1,140
Discretionary
$987.8M
Accounts
1,140
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
257
AUM
$71.3M
HNW Individual Clients
214
AUM
$814.7M
Pension/Profit Sharing Plan Clients
8
AUM
$49.2M
Charitable Organization Clients
3
AUM
$39.9M
Corporation or Business Clients
6
AUM
$12.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINMONEOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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