Officer Dennis Terry (Fayetteville,)

Officer Dennis Terry is a large advisory firm based in Fayetteville,. It manages $338.65 million of regulatory assets for 183 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Kentucky, Tennessee, and Texas.

Officer Dennis Terry provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Officer Dennis Terry: assets under management

The assets under management (AUM) of Officer Dennis Terry is $338.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1126% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $338.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.85 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Officer Dennis Terry for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Officer Dennis Terry

Officer Dennis Terry is owned by Dennis Officer. Stewart T. Officer joined the executive team most recently as the Investment Adviser.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dennis Terry Officer	Investment adviser/chief compliance officer	1 Feb 1992	75% - 100%	2859771
Dennis Officer	Owner	1 Feb 1992	75% - 100%	2859771
Stewart T. Officer	Investment adviser	1 Jul 2015	Other	6531232

Based in Fayetteville,

The principal office where Officer Dennis Terry performs its advisory services is located at 211 North Block Street Suite 106, Fayetteville,, AR 72701 The mailing address of the firm is 1590 E. Joyce Blvd. #8698, Fayetteville, AR 72703. It doesn’t run an office outside of the United States.