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Douglas Reade Terry

ALHAMBRA INVESTMENT MANAGEMENT LLC·PALMETTO BAY, Florida
Clean recordALHAMBRA INVESTMENT MANAGEMENT LLC
8925 SW 148 STREET, PALMETTO BAY, FL 33176CRD# 5841670Firm CRD# 138537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Reade Terry · PALMETTO BAY, FL
Registration
CRD #5841670 · ALHAMBRA INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Reade Terry is a registered financial advisor based in PALMETTO BAY, Florida, affiliated with ALHAMBRA INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALHAMBRA INVESTMENT MANAGEMENT LLC
ALHAMBRA INVESTMENT MANAGEMENT LLC
AUM
$266M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5841670
Firm CRD# 138537
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Reade Terry offer?
Douglas Reade Terry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALMETTO BAY, Florida for a consultation.
What are Douglas Reade Terry's credentials?
Douglas Reade Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Reade Terry located?
Douglas Reade Terry is based in PALMETTO BAY, Florida, working with ALHAMBRA INVESTMENT MANAGEMENT LLC. Their office serves clients in the PALMETTO BAY metropolitan area and surrounding communities.
How does Douglas Reade Terry charge for services?
Douglas Reade Terry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALHAMBRA INVESTMENT MANAGEMENT LLC?
ALHAMBRA INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC

Alex Perez
PALMETTO BAY, FL
Joseph Youngblood Calhoun
PALMETTO BAY, FL
Juan Marcelo Perez
PALMETTO BAY, FL
George E Mcardle
PALMETTO BAY, FL
Hermen Rodriguez
PALMETTO BAY, FL
Jeffrey Paul Snider
PALMETTO BAY, FL

More Advisors in PALMETTO BAY, Florida

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Roger L Terry
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Rafael Antonio Perez
ALHAMBRA INVESTMENT PARTNERS LLC·PALMETTO BAY, FL

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Research
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