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Juan Marcelo Perez

ALHAMBRA INVESTMENT MANAGEMENT LLC·PALMETTO BAY, Florida
Unclaimed Profile
8925 SW 148 STREET, PALMETTO BAY, FL 33176CRD# 5371140Firm CRD# 138537
01

About

Juan Marcelo Perez is a registered financial advisor based in PALMETTO BAY, Florida, affiliated with ALHAMBRA INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALHAMBRA INVESTMENT MANAGEMENT LLC
ALHAMBRA INVESTMENT MANAGEMENT LLC
AUM
$266M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5371140
Firm CRD# 138537
No disclosures on file
View on FINRA BrokerCheck →

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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 in PALMETTO BAY
Hermen Rodriguez — ALHAMBRA INVESTMENT PARTNERS LLCJeffrey Paul Snider — ALHAMBRA INVESTMENT PARTNERS LLCRafael Antonio Perez — ALHAMBRA INVESTMENT PARTNERS LLCOrlando J. Casariego — ALHAMBRA INVESTMENT MANAGEMENT LLCJoseph Youngblood Calhoun — ALHAMBRA INVESTMENT MANAGEMENT LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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