Stephen Brennan
Alhambra Investment Management · Palmetto Bay, Florida
Stephen Brennan 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.
Request an introduction to Stephen →
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 CA, TX · CRD 2546229 |
| Exams passed | Series 63 (1999) · Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.alhambrapartners.com |
How Stephen's firm compares
- Alhambra Investment Management's average account is about $601,000, from its Form ADV (assets managed divided by 533 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Brennan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Alhambra Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Brennan based?
Stephen Brennan is based in Palmetto Bay, Florida.
Is Stephen Brennan registered with the SEC?
Yes. Stephen Brennan is registered as an investment adviser representative in CA and TX (CRD 2546229), 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 Stephen Brennan?
Through Stephen'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.
See something wrong? Request a correction. Read our methodology.