ALHAMBRA INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- PALMETTO BAY, Florida
- CRD number
- 138537
- Registered since
- May 4, 2006
- Website
- alhambrainvestments.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.45%
- Individuals15.41%
- Charitable Organizations2.44%
- Corporations / Businesses1.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alhambra Investment Management LLC is an independent, limited liability registered investment adviser founded in 2006 that focuses on serving individual and family clients. The firm combines fee-based portfolio management and financial planning with a mix of discretionary and non-discretionary mandates. Its advisory services cover retail clients and small businesses, and it also accepts institutional or business portfolios. Fee structures include percentage-of-AUM arrangements as well as fixed-fee engagements. Investment activity centers on listed equities and ETFs as the primary building blocks of client portfolios, supplemented by targeted allocations to alternative asset classes. The firm does not identify as an active ESG investor. Portfolios are managed to blend core public-market exposure with yield- and income-oriented alternatives where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents9%
- US Government Bonds5%
- State & Local Bonds2%
Owners & executives
1 of 1JOSEPH CALHOUN
Chief Executive OfficerCRD 2176684
Contacts
3 of 5JUAN PEREZ
Head of Operations, Analyst, AdvisorCRD 5371140
DOUGLAS TERRY
Senior Vice PresidentCRD 5841670
ROBERT WILLIAMS
Director of MediaCRD 1421915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$106M in ETFs
97%
$102M
3%
$3.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $12M | 429,428 | 11.33% |
Location
PALMETTO BAY, FL
MIAMI DADE
Location
PALMETTO BAY, FL
Headquartered in PALMETTO BAY, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 8925 SW 148th St
- Time zone
- ET (UTC-5)
- Office locations
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