Assets Under Management
$81.7M
Number of Clients
Not reported
Number of Advisors
6
Average Client AUM
N/A
AUM per Advisor
$13.6M
Compensation
Fee-Only (AUM)
Alamo Capital, established in 1987, offers personalized investment advisory services to individuals, trusts, and estates. They manage equity, fixed income, and balanced accounts, aiming to exceed benchmarks while managing risk. Their advisors specialize in fixed income, particularly municipal and corporate debt securities. They take a disciplined approach to investing, considering client objectives, tax status, and risk profiles.
201 N Civic Dr, #180, Walnut Creek, CA, 94596-3761