Advisor at Alhambra Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alhambra Investment Management LLC
Location
Murfreesboro, TN
Credentials
Series 63, Series 65, Series 66
Industry experience
36 years
Robert Williams is a financial advisor with Alhambra Investment Management LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, utilizing market-based economic indicators and historical data to guide tactical adjustments, and offers customizable portfolios across a range of strategies.
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
Murfreesboro, TN
Tennessee · Texas
Alhambra Investment Management LLC
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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