General Info

Established in 1987, Alamo Capital specializes in providing financial services. Based in Walnut Creek, Calif., it offers a range of investment products such as mutual funds, bonds/fixed income, stock, annuities and manage accounts/wealth. The firm provides planning for finance, insurance, college funding and retirement account. Its list of insurance products includes long term care, life insurance as well as disability and group benefits. Alamo Capital caters to retail, institutional and wholesale clientele. It is a member of the Securities Investor Protection Corp. (SIPC) and the Financial Industry Regulatory Authority (FINRA).