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TERRELL FINANCIAL GROUP
ASSET MANAGEMENT SPECIALTIES, LLC
CRD 148425
3045 RIDGELAKE DRIVE, SUITE 301, METAIRIE, LA, 70002, United States
Phone
504-838-0411
Fax
504-838-0414
Registration
— (—)
Source
State registered
Total AUM
$22.7M
Discretionary AUM
$22.7M
Team
2 total employees; 1 advisory reps; 52 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $13.7M |
| High net worth individuals | 22 | $9.0M |
All web addresses on file
Official SEC filing: View on IAPD