Alhambra Investment Management LLC

Alhambra Investment Management LLC (CRD# 138537) is a financial advisory firm headquartered in , . They manage $145,710,593 in 402 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $362,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY, TX, VA

Financial Advisors at Alhambra Investment Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Roberto C. Lasa
CRD#: 5710875
Cutler Bay, FL
93
Wealthminder
score

Roberto Lasa (CRD# 5710875) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Cutler Bay, FL and has over 8 years of experience in the finance industry.

2
Juan M. Perez
CRD#: 5371140
Cutler Bay, FL
93
Wealthminder
score

Juan Perez (CRD# 5371140) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Cutler Bay, FL and has over 10 years of experience in the finance industry.

3
Rafael A. Perez
CRD#: 5072034
Cutler Bay, FL
93
Wealthminder
score

Rafael Perez (CRD# 5072034) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Cutler Bay, FL and has over 12 years of experience in the finance industry.

4
Jeffrey P. Snider
CRD#: 4364277
2000 Palm Beach Lakes Blvd., Suite 701, West Palm Beach, FL 33409
93
Wealthminder
score

Jeffrey Snider (CRD# 4364277) is an Investment Advisor Representative working at Alhambra Investment Management LLC in West Palm Beach, FL and has over 11 years of experience in the finance industry.

5
Douglas R. Terry
CRD#: 5841670
7887 E. Belleview Ave, Suite 1100, Greenwood Village, CO 80121
93
Wealthminder
score

Douglas Terry (CRD# 5841670) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry.

6
Joseph Y. Calhoun
CRD#: 2176684
Cutler Bay, FL
83
Wealthminder
score

Joseph Calhoun (CRD# 2176684) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Cutler Bay, FL and has over 26 years of experience in the finance industry.

7
Robert G. Williams
CRD#: 1421915
Murfreesboro, TN
83
Wealthminder
score

Robert Williams (CRD# 1421915) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Murfreesboro, TN and has over 24 years of experience in the finance industry.

8
Margarita V. Fernandez
CRD#: 2588043
Cutler Bay, FL
61
Wealthminder
score

Margarita Fernandez (CRD# 2588043) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Cutler Bay, FL and has over 22 years of experience in the finance industry.

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