ALHAMBRA INVESTMENT MANAGEMENT LLC

8925 Sw 148 Street
Suite 214
Palmetto Bay, Florida 33176
Tel: 305-233-3772

About ALHAMBRA INVESTMENT MANAGEMENT LLC

ALHAMBRA INVESTMENT MANAGEMENT LLC, formally registered with the SEC as ALHAMBRA INVESTMENT MANAGEMENT LLC. The firm was established in 05/04/2006. They have over 4 offices throughout the country.

ALHAMBRA INVESTMENT MANAGEMENT LLC is a Palmetto Bay, Florida based Financial Planning firm with nearly $265,530,052 assets under management, offering retirement planning & investment advisory services to 482 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138537
SEC#	801-66624
Assets Managed by Firm	$265,530,052
No. of Clients	482
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	482	$265,530,052
Individuals (other than high net worth individuals)	134	$41,427,797
High net worth individuals	81	$218,870,808
Charitable organizations	1	$59,013
Corporations or other businesses	3	$5,172,434

More Retirement Planning firms in Palmetto Bay, Florida:

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GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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