Unclaimed Profile

George E Mcardle

ALHAMBRA INVESTMENT PARTNERS LLC·PALMETTO BAY, Florida

Clean recordALHAMBRA INVESTMENT PARTNERS LLC

8925 SW 148 STREET, PALMETTO BAY, FL 33176CRD# 5513108Firm CRD# 138537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George E Mcardle · PALMETTO BAY, FL

Registration

CRD #5513108 · ALHAMBRA INVESTMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George E Mcardle is a registered financial advisor based in PALMETTO BAY, Florida, affiliated with ALHAMBRA INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALHAMBRA INVESTMENT MANAGEMENT LLC

AUM

$266M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5513108

Firm CRD# 138537

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George E Mcardle offer?

George E Mcardle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALMETTO BAY, Florida for a consultation.

What are George E Mcardle's credentials?

George E Mcardle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George E Mcardle located?

George E Mcardle is based in PALMETTO BAY, Florida, working with ALHAMBRA INVESTMENT PARTNERS LLC. Their office serves clients in the PALMETTO BAY metropolitan area and surrounding communities.

How does George E Mcardle charge for services?

George E Mcardle'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 PARTNERS LLC?

ALHAMBRA INVESTMENT PARTNERS 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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