T
$91.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-18-2006
- Office Locations
- 1
Office Locations
8460 Watson Road Suite 225 St. Louis MO
About Terrance P Davis CPA/PFS
Terrance P Davis CPA/PFS is a St. Louis-based RIA. The firm has been operating for 20 years. Managing $91.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$91.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
T
TERRANCE PATRICK DAVIS
Owner
- CRD
- #2307883
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $91,000,000 | -- |
| Total | $91,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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