Alamo Advisors, LP

Alamo Advisors, LP (CRD# 122290) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,309,463,841 in 733 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,309
    MILLION
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $3,150,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Alamo Advisors, LP
Showing 1 - 3 of 3 top financial advisors.
1
Robert N. Johnson
CRD#: 4525810
,
90
Wealthminder
score

Robert Johnson (CRD# 4525810) is an Investment Advisor Representative working at Alamo Advisors, LP in , and has 1 year of experience in the finance industry. Robert Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel W. Peterson
CRD#: 4527851
,
90
Wealthminder
score

Daniel Peterson (CRD# 4527851) is an Investment Advisor Representative working at Alamo Advisors, LP in , and has 1 year of experience in the finance industry. Daniel Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John J. Rizzo
CRD#: 5367579
4114 Pond Hill, Suite 201, San Antonio, TX 78231
90
Wealthminder
score

John Rizzo (CRD# 5367579) is an Investment Advisor Representative working at Alamo Advisors, LP in San Antonio, TX and has 1 year of experience in the finance industry. John Rizzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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