TERRY ASSET MANAGEMENT, LLC
CRD #116155 SEC #801-67850 CHARLOTTESVILLE, VA 434-296-7266
SEC Registered
Total AUM
$24.9M
Discretionary
$8.6M
Employees
5
Clients
--
Accounts
21
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TERRY, MICHAEL, WHITELAW | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TERRY, MICHAEL, WHITELAW | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TERRY, MICHAEL, WHITELAW | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TERRY, MICHAEL, WHITELAW | I | MEMBER | E | Control |
| TERRY, MICHAEL, WHITELAW | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TERRY, MICHAEL, WHITELAW | I | MEMBER | E | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (2)
MO VA
Address
2 BOAR'S HEAD PLACESUITE 210
CHARLOTTESVILLE, VA 22903
United States
Phone: 434-296-7266