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ALHAMBRA INVESTMENT MANAGEMENT LLC
ALHAMBRA INVESTMENT MANAGEMENT LLC
PALMETTO BAY, Florida
·
10 registered advisors
·
CRD# 138537
SEC# 801-66624
3
305-233-3772
01
Firm Overview
AUM
$266M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC
10 registered advisors
Alex Perez
PALMETTO BAY, Florida
CRD# 6060671
Douglas Reade Terry
PALMETTO BAY, Florida
CRD# 5841670
George E Mcardle
PALMETTO BAY, Florida
CRD# 5513108
Hermen Rodriguez
PALMETTO BAY, Florida
CRD# 5513112
Jeffrey Paul Snider
PALMETTO BAY, Florida
CRD# 4364277
Joseph Youngblood Calhoun
PALMETTO BAY, Florida
CRD# 2176684
Juan Marcelo Perez
PALMETTO BAY, Florida
CRD# 5371140
Orlando J. Casariego
PALMETTO BAY, Florida
CRD# 5072797
Rafael Antonio Perez
PALMETTO BAY, Florida
CRD# 5072034
Roger L Terry
PALMETTO BAY, Florida
CRD# 5917992
05
Office Locations
PALMETTO BAY, Florida
10 advisors
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Data sourced from SEC Form ADV filings. ALHAMBRA INVESTMENT MANAGEMENT LLC (CRD# 138537) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.