AdvisorOS Directory
Claim Profile
Unclaimed Profile
RP

Rafael Antonio Perez

ALHAMBRA INVESTMENT PARTNERS LLC·PALMETTO BAY, Florida
Clean recordALHAMBRA INVESTMENT PARTNERS LLC
8925 SW 148 STREET, PALMETTO BAY, FL 33176CRD# 5072034Firm CRD# 138537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rafael Antonio Perez · PALMETTO BAY, FL
Registration
CRD #5072034 · ALHAMBRA INVESTMENT PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rafael Antonio Perez 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.

02

Focus Areas

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

Speak with Rafael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rafael is the right fit? Take our 2-minute quiz →

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# 5072034
Firm CRD# 138537
View on FINRA BrokerCheck →

Looking for a financial advisor in PALMETTO BAY?

Browse all registered financial advisors in PALMETTO BAY, Florida or claim this profile if it's yours.

Browse PALMETTO BAY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Rafael Antonio Perez offer?
Rafael Antonio Perez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALMETTO BAY, Florida for a consultation.
What are Rafael Antonio Perez's credentials?
Rafael Antonio Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rafael Antonio Perez located?
Rafael Antonio Perez 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 Rafael Antonio Perez charge for services?
Rafael Antonio 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALHAMBRA INVESTMENT PARTNERS LLC

Alex Perez
PALMETTO BAY, FL
Joseph Youngblood Calhoun
PALMETTO BAY, FL
Juan Marcelo Perez
PALMETTO BAY, FL
Douglas Reade Terry
PALMETTO BAY, FL
George E Mcardle
PALMETTO BAY, FL
Hermen Rodriguez
PALMETTO BAY, FL

More Advisors in PALMETTO BAY, Florida

Jeffrey Paul Snider
ALHAMBRA INVESTMENT PARTNERS LLC·PALMETTO BAY, FL
Orlando J. Casariego
ALHAMBRA INVESTMENT MANAGEMENT LLC·PALMETTO BAY, FL
Roger L Terry
ALHAMBRA INVESTMENT PARTNERS LLC·PALMETTO BAY, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile