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$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-07-2008
- Office Locations
- 1
Office Locations
8307 S. 700 E. Sandy UT
About Terrion Advisors, Inc.
Terrion Advisors, Inc. is a Sandy-based RIA. The firm has been operating for 18 years. Managing $32.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Lincoln Financial.
Team overview
-- AVG AGE
$32.0M AVG AUM / ADVISOR
$464.5K AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN MICHAEL TERRION
Insurance Agent, President
- CRD
- #4054437
- 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 | $32,047,443 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,047,443 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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