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TERRANCE P DAVIS CPA/PFS
DAVIS, TERRANCE P
CRD 118598
8460 WATSON ROAD, SUITE 225, ST. LOUIS, MO, 63119, United States
Phone
314-963-9998
Fax
314-963-0278
Registration
— (—)
Source
State registered
Total AUM
$91.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2020-02-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $5.4M |
| High net worth individuals | 37 | $85.6M |
Official SEC filing: View on IAPD