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Limited Partner · Alamo Advisors, LP

Daniel W. Peterson

CRD 4527851 · Named on Form ADV at one SEC-registered adviser

At a glance

Alamo Advisors, LP, an SEC-registered wealth manager based in SAN Antonio, TX with $3.9 billion in regulatory assets, lists Daniel W. Peterson on its Form ADV as Limited Partner.

Firms and roles

  • Alamo Advisors, LPLimited PartnerWealth manager · SAN Antonio, TX · $3.9B in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Colleagues named on the same filings (6)

1 more person named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.