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Terry Peschl & Associates
TERRY PESCHL & ASSOCIATES, INC. is an SEC-registered investment adviser in Watertown, SD. The firm has 3 employees and 1 investment adviser. It is based in...
Terry Peschl & Associates
TERRY PESCHL & ASSOCIATES, INC. is an SEC-registered investment adviser in Watertown, SD. The firm has 3 employees and 1 investment adviser. It is based in South Dakota.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Watertown
Corporate office
Sheffield Lake, Ohio, United States
Principals
Terry Peschl
President
Sector focus
Frequently asked questions
Who runs investment decisions at Terry Peschl & Associates?
Terry Peschl serves as President and likely oversees all investment decisions. The firm is structured as an independent RIA led by its founder.
How does Terry Peschl & Associates source proprietary deal flow?
The firm appears to rely on publicly traded securities and established investment products rather than proprietary deal sourcing. It constructs portfolios using accessible market instruments.
Is Terry Peschl & Associates structured as a single family office or does it operate more like a wealth management firm?
The firm is registered as a registered investment advisor (RIA), which typically serves multiple unrelated clients. It functions as a multi-family office and wealth management practice.
Does Terry Peschl & Associates participate in fund commitments or only direct deals?
The firm primarily invests through direct holdings in publicly traded securities and may use funds, ETFs, or separately managed accounts. Direct private market commitments are not documented.
What investment stages does Terry Peschl & Associates typically target?
The firm targets traditional asset classes including equities, fixed income, and some alternatives. It does not appear to specialize in venture stage or growth equity.
Where does the underlying wealth come from for the families served?
The firm's clients are families and institutions, but the specific wealth origins of those families are not disclosed publicly.
Does Terry Peschl & Associates maintain philanthropic structures?
No philanthropic vehicles or foundations associated with the firm have been identified in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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