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TERRION ADVISORS, INC.
CRD 145254
8307 S. 700 E., SANDY, UT, 84070, United States
Phone
(801) 562-8844
Fax
801-255-2534
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$32.0M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING PROJECT FEES
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $14.5M |
| High net worth individuals | 13 | $14.9M |
| Pension/profit sharing plans | 3 | $2.7M |
Official SEC filing: View on IAPD