Tech stack
No one at Terry Mcdaniel & Company has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $1.2B held · filed Mar 2024
U
U S Trust Bank of America N.a.
Per Form ADV · $311M held · filed Mar 2024