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Home > Retirement Planners > florida > palmetto bay > ALHAMBRA INVESTMENT MANAGEMENT LLC
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 |
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