Advisor at Alhambra Investment Management LLC
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Firm
Alhambra Investment Management LLC
Location
Palmetto Bay, FL 33176
Credentials
Series 65
Industry experience
18 years
Juan Perez is a financial advisor at Alhambra Investment Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at JM Capital Management, Inc. since 2021 while also serving at Alhambra Investment Management since 2007. Outside of investment management, he provides bookkeeping and consulting services for a family-owned Haagen-Dazs franchise. Alhambra Investment Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation securities, and operates with a team-based management structure.
Based on Alhambra Investment Management LLC
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Account minimum: $250,000
8925 Sw 148 Street, Suite 214
Palmetto Bay, FL 33176
Florida
JM Capital Management, Inc.
2021 - Present (5 years)
Alhambra Investment Management, LLC
2007 - Present (19 years)
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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