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Building 2ALHAMBRA INVESTMENT MANAGEMENT LLC

Map pinPALMETTO BAY, FL
Phone305-233-3772
NotebookSEC #801-66624
Total AUM
$320.2M
Employees
6
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8925 SW 148 STREET
SUITE 214
PALMETTO BAY
FL 33176
United States
Operating Hours
9AM TO 5 PM
Monday - Friday
Phone
305-233-3772
Other Offices
3

ReceiptFinancials

Total AUM
$320.2M
Accounts
533
Discretionary
$249.3M
Accounts
485
Non-Discretionary
$70.9M
Accounts
48

ContactClients

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Individual Clients
125
AUM
$49.3M
HNW Individual Clients
77
AUM
$257.6M
Charitable Organization Clients
1
AUM
$7.8M
Corporation or Business Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILNCNENHNYPASCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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