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
Los Gatos, CA
Credentials
Series 63, Series 65
Industry experience
16 years
Stephen Brennan is a financial advisor at Alhambra Investment Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alhambra since 2016. Prior to this, he worked with the San Jose Police & Fire Pension and operates a sole proprietorship providing marketing consulting services. Brennan is also a partner involved in overseeing commercial real estate investments. Alhambra Investment Management provides 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 individual securities across customizable portfolios.
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
Los Gatos, CA
California · Texas
Alhambra Investment Management LLC
2016 - Present (10 years)
San Jose Police & Fire Pension
2014 - 2025 (11 years)
Sole proprietor
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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