Alhambra Investment Management LLC

Alhambra Investment Management LLC (CRD# 138537) is a financial advisory firm headquartered in , . They manage $143,752,909 in 414 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $347,229
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AZ, CO, FL, NC, NH, NJ, NY, TN, TX, VA

Financial Advisors at Alhambra Investment Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Roberto C. Lasa
CRD#: 5710875
Miami, FL
93
Wealthminder
score

Roberto Lasa (CRD# 5710875) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Miami, FL and has over 7 years of experience in the finance industry.

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

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

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

Rafael Perez (CRD# 5072034) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Miami, FL and has over 11 years of experience in the finance industry.

4
Douglas R. Terry
CRD#: 5841670
7887 E. Belleview Ave, Suite 1100, Greenwood Village, CO 80121
90
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.

5
Joseph Y. Calhoun
CRD#: 2176684
Miami, FL
83
Wealthminder
score

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

6
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.

7
Margarita V. Fernandez
CRD#: 2588043
Miami, FL
61
Wealthminder
score

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

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