Overview
Assets Under Management: $266 million
Headquarters: PALMETTO BAY, FL
High-Net-Worth Clients: 78
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 482
Discretionary Accounts: 459
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 138537
Last Filing Date: 2024-10-29 00:00:00
Website: https://alhambrapartners.com