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Boardwalk Investment Group

www.boardwalkonline.com

 
Boardwalk Investment Group is a Walnut Creek, CA-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

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Terril & Company

John Joe Terril, founder of Terril and Company. As you view it, know that Terril founded the company in 1979 as an independent, fee-based concern, meaning all of its revenues are derived from client fees. Terril and Company does not charge or accept commissions tied to the sale or purchase of securities. Investment commitments are made solely on their potential for total return to the client. The mutuality of economic interest eliminates any potential conflict of interest between Terril and Company and its clients. It also explains why referrals from current clients, which include individuals, trusts and private/corporate retirement plans, are its #1 source of new business.