Alamo Capital

Alamo Capital (CRD# 26193) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $37,000,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,850,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
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.

CA, NV

Financial Advisors at Alamo Capital
Showing 1 - 10 of 11 top financial advisors.
1
Adam J. Gold
CRD#: 5642840
201 N Civic Dr, #360, Walnut Creek, CA 94596
93
Wealthminder
score

Adam Gold (CRD# 5642840) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 7 years of experience in the finance industry.

2
Allison V. Kent-Aster
CRD#: 2047679
201 N Civic Dr, Suite 360, Walnut Creek, CA 94596
93
Wealthminder
score

Allison Kent-Aster (CRD# 2047679) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 18 years of experience in the finance industry.

3
Christopher W. Leung
CRD#: 5194510
201 N Civic Dr, #360, Walnut Creek, CA 94596
93
Wealthminder
score

Christopher Leung (CRD# 5194510) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 10 years of experience in the finance industry.

4
Nancy A. Mullally
CRD#: 1004052
Weehawken, NJ
93
Wealthminder
score

Nancy Mullally (CRD# 1004052) is an Investment Advisor Representative working at Alamo Capital in Weehawken, NJ and has over 18 years of experience in the finance industry.

5
Nicholas P. Mullally
CRD#: 5711816
201 N Civic Dr, #360, Walnut Creek, CA 94596
93
Wealthminder
score

Nicholas Mullally (CRD# 5711816) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 6 years of experience in the finance industry.

6
William J. Mullally
CRD#: 818827
8871 W Flamingo Rd, Suite 202-15, Las Vegas, NV 89147
93
Wealthminder
score

William Mullally (CRD# 818827) is an Investment Advisor Representative working at Alamo Capital in Las Vegas, NV and has over 28 years of experience in the finance industry.

7
Gabriel M. Velasquez
CRD#: 5245159
201 N Civic Dr, #360, Walnut Creek, CA 94596
93
Wealthminder
score

Gabriel Velasquez (CRD# 5245159) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 6 years of experience in the finance industry.

8
Julian D. Thornton
CRD#: 6386709
201 N Civic Dr, #360, Walnut Creek, CA 94596
88
Wealthminder
score

Julian Thornton (CRD# 6386709) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has 1 year of experience in the finance industry.

9
Mazda J. Sadeghi
CRD#: 2150519
201 N Civic Dr, Suite 360, Walnut Creek, CA 94596
83
Wealthminder
score

Mazda Sadeghi (CRD# 2150519) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 25 years of experience in the finance industry.

10
Barney N. Barnato
CRD#: 1440559
201 N Civic Dr, #360, Walnut Creek, CA 94596
63
Wealthminder
score

Barney Barnato (CRD# 1440559) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 25 years of experience in the finance industry.

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