Alamo Capital
Alamo Capital (CRD# 26193) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $68,362,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management68MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$7,595,778
- A percentage of assets under your management
- 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
CA
Adam Gold (CRD# 5642840) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 14 years of experience in the finance industry.
Allison Kent-Aster (CRD# 2047679) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 25 years of experience in the finance industry.
Nancy Mullally (CRD# 1004052) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 25 years of experience in the finance industry.
Nicholas Mullally (CRD# 5711816) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 13 years of experience in the finance industry.
William Mullally (CRD# 818827) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 35 years of experience in the finance industry.
Mazda Sadeghi (CRD# 2150519) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 32 years of experience in the finance industry.