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DENTIST EXIT PLANNING
TERRELL ADVISORS, LLC
CRD 313984
6500 UNIVERSITY AVENUE, SUITE 100, WINDSOR HEIGHTS, IA, 50324, United States
Phone
(515) 423-0671
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.8M
Discretionary AUM
$4.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY RETAINER/SUBSCRIPTION
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTAX PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD