Terry McDaniel & Company Investment Counsel

Terry Mc Daniel & Company Investment Counsel

Financial Services, 2630 Exposition BLVD, Austin, Texas, 78703, United States, 11-50 Employees

tmcdanco.com

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phone no Phone Number: +15*********

Who is TERRY MCDANIEL & COMPANY INVESTMENT COUNSEL

Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business. We continue in that form today with a team of seasoned investment professionals de...

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  • 2630 Exposition BLVD, Austin, Texas, 78703, United States Headquarters: 2630 Exposition BLVD, Austin, Texas, 78703, United States
  • 1985 Date Founded: 1985
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 551112 | Show More

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Terry McDaniel & Company Investment Counsel Org Chart and Mapping

Employees

Mollie McDaniel

Investment Services Manager

Dina Mason

Office Manager/ Chief Compliance Officer

Kay Bryan

Special Projects Manager - (Part-Time Employee)

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Frequently Asked Questions Regarding Terry McDaniel & Company Investment Counsel

Answer: Terry McDaniel & Company Investment Counsel's headquarters are located at 2630 Exposition BLVD, Austin, Texas, 78703, United States

Answer: Terry McDaniel & Company Investment Counsel's phone number is +15*********

Answer: Terry McDaniel & Company Investment Counsel's official website is https://tmcdanco.com

Answer: Terry McDaniel & Company Investment Counsel's revenue is $5 Million to $10 Million

Answer: Terry McDaniel & Company Investment Counsel's SIC: 6282

Answer: Terry McDaniel & Company Investment Counsel's NAICS: 551112

Answer: Terry McDaniel & Company Investment Counsel has 11-50 employees

Answer: Terry McDaniel & Company Investment Counsel is in Financial Services

Answer: Terry McDaniel & Company Investment Counsel contact info: Phone number: +15********* Website: https://tmcdanco.com

Answer: Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business. We continue in that form today with a team of seasoned investment professionals delivering the very best in personalized investment counseling services. We are rooted in Texas values of loyalty, courtesy and common sense. We serve a wide variety of clients, including families, retirement plans, trusts and charitable organizations. For most clients, we manage all the investments, while in some cases we also provide investment policy and oversight services to portfolios with multiple managers. The core of our business is managing equity and bond portfolios to meet the specific requirements of each client. We invest directly in individual stocks and bonds that meet the high standards of our research team. Our only business is providing comprehensive investment counseling and portfolio management. We are compensated solely by asset-based management fees and are a registered investment adviser under the Investment Advisers Act of 1940. We adhere to a fiduciary standard in all of our relationships.

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