Unclaimed Profile

Rafael Antonio Perez

ALHAMBRA INVESTMENT PARTNERS LLC·PALMETTO BAY, Florida

Series 65Clean record19 years registeredALHAMBRA 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 · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALHAMBRA INVESTMENT PARTNERS LLC

ALHAMBRA INVESTMENT MANAGEMENT LLC

Nov 2006 – Jul 2023

PALMETTO BAY, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 28, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALHAMBRA INVESTMENT MANAGEMENT LLC

CRD 138537 · SEC 801-66624

AUM

$266M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Rafael Antonio Perez offer?

Rafael Antonio Perez specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with ALHAMBRA INVESTMENT PARTNERS LLC.

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.

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