Juan
Perez
Alhambra Investment Management LLC
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About this Advisor
Juan Perez is a financial advisor who works out of Miami, Florida, who has 16 years of industry experience. Perez works at Alhambra Investment Management LLC. They have been an employee of Alhambra Investment Management Llc for the entirety of their career. Perez maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Florida. Alhambra Investment Management LLC is an advisory firm that has its headquarters in Miami, FL. It administers $237 million in assets under management between its 472 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises one charities and foundations. Of its 472 client accounts, 36% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types billed by Alhambra Investment Management LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alhambra Investment Management LLC Brokerage Details
$236,813,840
6
472
$501,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Juan Perez Work History
Juan has been registered as a financial advisor for 16 years.*
Alhambra Investment Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Juan Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alhambra Investment Management LLC
Miami, FL
Murfreesboro, TN
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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