TERRION ADVISORS, INC.

TERRION ADVISORS, INC. of SANDY, UT is an SEC-registered investment adviser (CRD 145254). Regulatory assets under management: $32.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 145254
• Type: Registered investment adviser
• Location: 8307 S. 700 E., SANDY, UT, 84070
• Phone: (801) 562-8844
• Latest filing: 2026-03-20
• Regulatory AUM: $32.0M
• Discretionary AUM: $32.0M
• Clients: 1
• Accounts: 177

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145254 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search