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Building 2CARTER, TERRY & COMPANY, INC.

Map pinATLANTA, GA
Phone404-364-2070
NotebookSEC #801-113129
Total AUM
$104M
Employees
33
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3340 PEACHTREE RD NE
SUITE 1400
ATLANTA
GA 30326
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
404-364-2070
Other Offices
1

ReceiptFinancials

Total AUM
$104M
Accounts
168
Discretionary
$90.3M
Accounts
31
Non-Discretionary
$13.7M
Accounts
137

ContactClients

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Individual Clients
102
AUM
$20.4M
HNW Individual Clients
60
AUM
$81.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Corporation or Business Clients
5
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGALANCNJOKSCTNTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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