Alamo Insurance & Wealth Management

Alamo Insurance & Wealth Management (CRD# 173674) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,230,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $42,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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 Insurance & Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
John K. Chan
CRD#: 6170101
2101 Lockhill Selma, Suite 2107 And 2109, San Antonio, TX 78213
90
Wealthminder
score

John Chan (CRD# 6170101) is an Investment Advisor Representative working at Alamo Insurance & Wealth Management in San Antonio, TX and has 1 year of experience in the finance industry. John Chan 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
Raphael P. Vega
CRD#: 1936901
2101 Lockhill Selma, Suite 2107 And 2109, San Antonio, TX 78213
73
Wealthminder
score

Raphael Vega (CRD# 1936901) is an Investment Advisor Representative working at Alamo Insurance & Wealth Management in San Antonio, TX and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.