CARTER, TERRY & COMPANY, INC.
Total AUM
$104M
Employees
33Clients
168Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3340 PEACHTREE RD NE
SUITE 1400
ATLANTA
GA 30326
United States
SUITE 1400
ATLANTA
GA 30326
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
404-364-2070
Other Offices
1
Financials
Total AUM
$104M
Accounts
168Discretionary
$90.3M
Accounts
31Non-Discretionary
$13.7M
Accounts
137
Clients
Individual Clients
102AUM
$20.4M
HNW Individual Clients
60AUM
$81.5M
Pension/Profit Sharing Plan Clients
1AUM
$1.1M
Corporation or Business Clients
5AUM
$1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCOFLGALANCNJOKSCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.