Juan Perez
Alhambra Investment Management · Palmetto Bay, Florida
Juan Perez is a fee-only financial advisor at Alhambra Investment Management in Palmetto Bay, Florida. Alhambra Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alhambra Investment Management |
|---|---|
| Based in | Palmetto Bay, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $320.2M across 533 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5371140 |
| Exams passed | Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.alhambrapartners.com |
How Juan's firm compares
- Alhambra Investment Management's average account is about $601,000, from its Form ADV (assets managed divided by 533 accounts).
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Questions about Juan
Is Juan Perez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juan holds no broker registration, and Alhambra Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juan charge for financial advice?
Juan's firm, Alhambra Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Juan Perez based?
Juan Perez is based in Palmetto Bay, Florida.
Is Juan Perez registered with the SEC?
Yes. Juan Perez is registered as an investment adviser representative in FL (CRD 5371140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alhambra Investment Management manage?
Alhambra Investment Management reports $320.2M across 533 accounts in assets under management.
How do I contact Juan Perez?
Through Juan's website, www.alhambrapartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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