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Douglas Reade Terry

Alhambra Investment Management LLC

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About Douglas Reade Terry

Douglas Terry is an Investment Advisor Representative at Alhambra Investment Management LLC. Douglas is registered with the state of Colorado and the state of Texas. Douglas is a Chartered Financial Analyst and has over 11 years of experience in the financial services industry. Douglas specializes in portfolio management for individuals and businesses, and provides financial planning services.

Firm Information

Douglas Terry is currently registered with Alhambra Investment Management LLC. Alhambra Investment Management LLC is an investment advisor based in Palmetto Bay, FL, that provides financial planning, portfolio management for individuals and businesses. The firm manages approximately $265 million in assets for 482 clients, including high-net-worth individuals, corporations, and charitable organizations. Alhambra Investment Management is registered with the SEC and has been in business for over 10 years.
Alhambra Investment Management LLC

8925 SW 148 STREET

PALMETTO BAY, FL 33176

$265.53M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Terry’s Registration & Firm History

CO

06/25/2015 - Present

Alhambra Investment Management LLC (Englewood CO)

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Licenses & Designations

IA

Issued 06/28/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Reade Terry.
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