Overview
Assets Under Management: $266 million
Headquarters: PALMETTO BAY, FL
High-Net-Worth Clients: 78
Average Client Assets: $3 million
Frequently Asked Questions
ALHAMBRA INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138537), ALHAMBRA INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
ALHAMBRA INVESTMENT MANAGEMENT LLC is headquartered in PALMETTO BAY, FL.
ALHAMBRA INVESTMENT MANAGEMENT LLC serves 78 high-net-worth clients according to their SEC filing dated October 29, 2024. View client details ↓
According to their SEC Form ADV, ALHAMBRA INVESTMENT MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ALHAMBRA INVESTMENT MANAGEMENT LLC manages $266 million in client assets according to their SEC filing dated October 29, 2024.
According to their SEC Form ADV, ALHAMBRA INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
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