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ALHAMBRA INVESTMENT MANAGEMENT LLC
CRD 138537 · SEC 801-66624
8925 SW 148 STREET, SUITE 214, PALMETTO BAY, FL, 33176, United States
Phone
305-233-3772
Fax
305-397-1686
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$320.2M
Discretionary AUM
$249.3M
Team
6 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $49.3M |
| High net worth individuals | 77 | $257.6M |
States served
CA, CO, GA, IL, NE, NY, NC, PA, SC, TN, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD