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Alhambra Investment Management LLC

Headquartered in PALMETTO BAY, FL

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Firm Information

Alhambra Investment Management LLC is an investment advisor based in Palmetto Bay, FL, that provides financial planning, portfolio management for individuals and businesses. The firm manages approximately $265 million in assets for 482 clients, including high-net-worth individuals, corporations, and charitable organizations. Alhambra Investment Management is registered with the SEC and has been in business for over 10 years.

Alhambra Investment Management LLC

8925 SW 148 STREET

PALMETTO BAY, FL 33176

$265.53M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

ALHAMBRA INVESTMENT MANAGEMENT LLC has a total of 5 branch locations across the country.
location

Los Gatos, CA

location

Aiken, SC

location

Englewood, CO

location

PALMETTO BAY, FL

location

Murfreesboro, TN

Advisors at Alhambra Investment Management LLC

View All 6 Advisors
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Stephen Mervin Brennan

RA

PALMETTO BAY, FL

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Robert Gordon Williams

RA

Murfreesboro, TN

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Douglas Reade Terry

CFA®, RA

Englewood, CO

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Juan Marcelo Perez

RA

PALMETTO BAY, FL

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Joseph Youngblood Calhoun

RA

PALMETTO BAY, FL

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Margarita Victoria Fernandez

RA

PALMETTO BAY, FL

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Disclosures

There are no public disclosures for Alhambra Investment Management LLC.

Frequently Asked Questions (8)

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