Margarita Fernandez
Alhambra Investment Management · Palmetto Bay, Florida
Margarita Fernandez 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 2588043 |
| Exams passed | Series 63 (1995) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.alhambrapartners.com |
How Margarita'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 Margarita
Is Margarita Fernandez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margarita 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 Margarita charge for financial advice?
Margarita's firm, Alhambra Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Margarita Fernandez based?
Margarita Fernandez is based in Palmetto Bay, Florida.
Is Margarita Fernandez registered with the SEC?
Yes. Margarita Fernandez is registered as an investment adviser representative in FL (CRD 2588043), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Alhambra Investment Management manage?
Alhambra Investment Management reports $320.2M across 533 accounts in assets under management.
How do I contact Margarita Fernandez?
Through Margarita'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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