$22.7M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
2 Employees
209 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Nationwide · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-06-2008
- Office Locations
- 1
Office Locations
3045 Ridgelake Drive Suite 301 Metairie LA
About Terrell Financial Group
Terrell Financial Group is a Metairie-based RIA. The firm has been operating for 17 years. Managing $22.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
54 AVG AGE
$22.7M AVG AUM / ADVISOR
$108.6K AVG AUM / CLIENT
14.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
TERRELL ANNETTE
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
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BRETT ELLIOTT TERRELL
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5600721
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,704,019 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,704,019 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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