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Alhambra Investment Management LLC CRD 138537
$320M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-04-21 |
| TX | RA | APPROVED_RES | 2015-06-25 |
| FL | RA | APPROVED | 2006-06-30 |
Branch Locations
8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176 • United States
Aiken, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alhambra Investment Management Llc | Miami | FL | 07/2006 | Present |
| Calhoun & Co. | Aiken | SC | 07/2021 | Present |
Calhoun & Co. is an S Corp. formed solely to provide services to Alhambra Investment Management and Alhambra Investment Partners. Mr. Calhoun is the sole owner of Calhoun & Co.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-25 |
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