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Building 2ALAMO CAPITAL

Map pinWALNUT CREEK, CA
Phone925-472-5700
NotebookSEC #801-135291
Total AUM
$103.6M
Employees
20
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 N CIVIC DR
#180
WALNUT CREEK
CA 94596-3761
United States
Operating Hours
6:30 AM - 4:00 PM
Monday - Friday
Phone
925-472-5700

ReceiptFinancials

Total AUM
$103.6M
Accounts
19
Discretionary
$103.6M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$79.5M
Charitable Organization Clients
1
AUM
$24.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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