Unclaimed Profile

Daniel William Peterson

ALAMO ADVISORS, LP·SAN ANTONIO, Texas

Clean recordALAMO ADVISORS, LP

4114 POND HILL, SAN ANTONIO, TX 78231CRD# 4527851Firm CRD# 122290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel William Peterson · SAN ANTONIO, TX

Registration

CRD #4527851 · ALAMO ADVISORS, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

ALAMO ADVISORS, LP

AUM

$3.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALAMO ADVISORS, LP →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4527851

Firm CRD# 122290

View on FINRA BrokerCheck →

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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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