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Juan Marcelo Perez

ALHAMBRA INVESTMENT MANAGEMENT LLC·PALMETTO BAY, Florida
Series 65Clean record18 years registeredALHAMBRA INVESTMENT MANAGEMENT LLC
8925 SW 148 STREET, PALMETTO BAY, FL 33176CRD# 5371140Firm CRD# 138537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Juan Marcelo Perez · PALMETTO BAY, FL
Registration
CRD #5371140 · ALHAMBRA INVESTMENT MANAGEMENT LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

ALHAMBRA INVESTMENT MANAGEMENT LLC
Sep 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 12, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALHAMBRA INVESTMENT MANAGEMENT LLC
CRD 138537 · SEC 801-66624
AUM
$266M
Regulatory assets under management
Employees
6
482 client accounts
Services offered by ALHAMBRA INVESTMENT MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Juan Marcelo Perez offer?
Juan Marcelo Perez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALMETTO BAY, Florida for a consultation.
What are Juan Marcelo Perez's credentials?
Juan Marcelo Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Marcelo Perez located?
Juan Marcelo Perez is based in PALMETTO BAY, Florida, working with ALHAMBRA INVESTMENT MANAGEMENT LLC. Their office serves clients in the PALMETTO BAY metropolitan area and surrounding communities.
How does Juan Marcelo Perez charge for services?
Juan Marcelo Perez'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 MANAGEMENT LLC?
ALHAMBRA INVESTMENT MANAGEMENT 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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Other Advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC

Douglas Reade Terry
PALMETTO BAY, FL
Jeffrey Paul Snider
PALMETTO BAY, FL
Joseph Youngblood Calhoun
PALMETTO BAY, FL
Rafael Antonio Perez
PALMETTO BAY, FL

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