Alhambra Investment Management LLC

Alhambra Investment Management LLC (CRD# 138537) is a financial advisory firm headquartered in Palmetto Bay, FL. They manage $265,530,052 in 482 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
8925 Sw 148 Street, Suite 214, Palmetto Bay, FL 33176
https://www.alhambrapartners.com/
By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $550,892
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, NC, NE, NH, NY, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Alhambra Investment Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joseph Calhoun, financial advisor Palmetto Bay FL
Joseph Y. Calhoun
CRD#: 2176684
8925 Sw 148 Street, Suite 214, Palmetto Bay, FL 33176

Joseph Calhoun (CRD# 2176684) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Palmetto Bay, FL and has over 32 years of experience in the finance industry.

2
Margarita Fernandez, financial advisor Palmetto Bay FL
Margarita V. Fernandez
CRD#: 2588043
8925 Sw 148 Street, Suite 214, Palmetto Bay, FL 33176

Margarita Fernandez (CRD# 2588043) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Palmetto Bay, FL and has over 28 years of experience in the finance industry.

3
Roberto Lasa, financial advisor Palmetto Bay FL
Roberto C. Lasa
CRD#: 5710875
8925 Sw 148 Street, Suite 214, Palmetto Bay, FL 33176

Roberto Lasa (CRD# 5710875) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Palmetto Bay, FL and has over 14 years of experience in the finance industry.

4
Juan Perez, financial advisor Palmetto Bay FL
Juan M. Perez
CRD#: 5371140
8925 Sw 148 Street, Suite 214, Palmetto Bay, FL 33176

Juan Perez (CRD# 5371140) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Palmetto Bay, FL and has over 16 years of experience in the finance industry.

5
Douglas Terry, financial advisor Englewood CO
Douglas R. Terry
CRD#: 5841670
Englewood, CO

Douglas Terry (CRD# 5841670) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Englewood, CO and has over 12 years of experience in the finance industry.

6
Robert Williams, financial advisor Murfreesboro TN
Robert G. Williams
CRD#: 1421915
Murfreesboro, TN

Robert Williams (CRD# 1421915) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Murfreesboro, TN and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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