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Daniel William Peterson

ALAMO ADVISORS, LP·SAN ANTONIO, Texas
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4114 POND HILL, SAN ANTONIO, TX 78231CRD# 4527851Firm CRD# 122290
01

About

Daniel William Peterson is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with ALAMO ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ALAMO ADVISORS, LP
ALAMO ADVISORS, LP
AUM
$3.5B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ALAMO ADVISORS, LP →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4527851
Firm CRD# 122290
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel William Peterson offer?
Daniel William Peterson specializes in Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Daniel William Peterson's credentials?
Daniel William Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel William Peterson located?
Daniel William Peterson is based in SAN ANTONIO, Texas, working with ALAMO ADVISORS, LP. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Daniel William Peterson charge for services?
Daniel William Peterson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALAMO ADVISORS, LP?
ALAMO ADVISORS, LP has approximately 11 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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