Alhambra Investment Management LLC
Alhambra Investment Management LLC is an SEC-registered wealth manager in Palmetto Bay, FL with $320.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Alhambra Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138537, SEC 801-66624, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $320.2M (2026-06-24)
- Firm type
- Wealth Manager
- Location
- Palmetto Bay, FL
- Employees
- 5
- Clients
- 202
- CRD
- 138537
- Ownership
- CALHOUN, JOSEPH, YOUNGBLOOD; MCARDLE, GEORGE, E; TERRY, ROGER, L; PEREZ, RAFAEL, ANTONIO; CASARIEGO, ORLANDO, J.
How much AUM does Alhambra Investment Management LLC have?
Alhambra Investment Management LLC reported $320.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Alhambra Investment Management LLC?
Disclosed owners and executives of Alhambra Investment Management LLC include CALHOUN, JOSEPH, YOUNGBLOOD, MCARDLE, GEORGE, E, TERRY, ROGER, L, PEREZ, RAFAEL, ANTONIO, CASARIEGO, ORLANDO, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.