TERRION ADVISORS, INC.

Overview

Terrion Advisors, Inc. is an independent registered investment adviser that serves both individual/family and institutional clients. The firm positions itself as a capital allocator and adviser chooser, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of third‑party managers. Its fee menu includes percentage-of-AUM arrangements alongside hourly and fixed-fee engagements, and it also acts as an other‑financial‑product salesperson. Investment activity is skewed toward public equities: the firm reports a clear preference for exchange‑traded equities and uses separately managed account structures for tailored equity exposure. While not an active ESG investor, Terrion Advisors combines direct equity holdings and ETF exposure with third‑party alternative managers, particularly in real estate, to build diversified client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices