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CARTER, TERRY & COMPANY, INC.

Tel: 404-364-2070
3060 Peachtree Rd Nw
Suite 1200
Atlanta, Georgia  30305

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CARTER, TERRY & COMPANY, INC.

CARTER, TERRY & COMPANY, INC. is a Atlanta, Georgia based financial advisory firm with nearly $114,417,413 in assets under management and provides investment advisory services for 199 clients. There are currently 41 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

16365

SEC#:

801-113129

No. of Clients:

199

Assets under Management

$114,417,413

No. of Advisors:

41

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