Claim Profile
WR

William Mason Russell

ALAMO ADVISORS, LP·SAN ANTONIO, Texas
Unclaimed Profile
4114 POND HILL, SAN ANTONIO, TX 78231CRD# 5298514Firm CRD# 122290
01

About

William Mason Russell 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
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# 5298514
Firm CRD# 122290
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Mason Russell offer?
William Mason Russell specializes in Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are William Mason Russell's credentials?
William Mason Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Mason Russell located?
William Mason Russell 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 William Mason Russell charge for services?
William Mason Russell'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty