Terry Asset Management, LLC

Terry Asset Management, LLC (CRD# 116155) is a financial advisory firm headquartered in Charlottesville, VA. They manage $37,846,650 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Terry Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Michael W. Terry
CRD#: 3146272
2 Boar's Head Place, Suite 210, Charlottesville, VA 22903

Michael Terry (CRD# 3146272) is an Investment Advisor Representative working at Terry Asset Management, LLC in Charlottesville, VA and has over 15 years of experience in the finance industry.

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