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).

Current Firm Details
201 N Civic Dr, #180, Walnut Creek, CA 94596
http://alamocapital.com/
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $7,595,778
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Alamo Capital
Showing 1 - 6 of 6 top financial advisors.
1
Adam Gold, financial advisor Walnut Creek CA
Adam J. Gold
CRD#: 5642840
201 N Civic Dr, #180, Walnut Creek, CA 94596

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.

2
Allison Kent-Aster, financial advisor Walnut Creek CA
Allison V. Kent-Aster
CRD#: 2047679
201 N Civic Dr, Suite 180, Walnut Creek, CA 94596

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.

3
Nancy Mullally, financial advisor Walnut Creek CA
Nancy A. Mullally
CRD#: 1004052
201 N Civic Dr, Suite 180, Walnut Creek, CA 94596

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.

4
Nicholas Mullally, financial advisor Walnut Creek CA
Nicholas P. Mullally
CRD#: 5711816
201 N Civic Dr, #180, Walnut Creek, CA 94596

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.

5
William Mullally, financial advisor Walnut Creek CA
William J. Mullally
CRD#: 818827
201 N Civic Dr, Suite 180, Walnut Creek, CA 94596

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.

6
Mazda Sadeghi, financial advisor Walnut Creek CA
Mazda J. Sadeghi
CRD#: 2150519
201 N Civic Dr, Suite 180, Walnut Creek, CA 94596

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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