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Douglas Reade Terry

Alhambra Investment Management LLC

Centennial, CO

Palmetto Bay, FL

CRD 5841670

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Employer firm

Alhambra Investment Management LLC CRD 138537

$320M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Alhambra Investment Management Llc

8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-04-10
TX RA APPROVED_RES 2015-06-25
  • CO RA
    APPROVED
    Since 2023-04-10
  • TX RA
    APPROVED_RES
    Since 2015-06-25

Branch Locations

Centennial, CO • United States

8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alhambra Investment Management Llc Palmetto Bay FL 03/2011 Present
Abt Holdings Llc Denver CO 06/2000 12/2025
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-28
  • S65 Uniform Investment Adviser Law Examination
    2011-06-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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