Robert
Johnson

Alamo Advisors, Lp

CRD#4525810
Investment Advisor
in San Antonio, TX

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About this Advisor

Robert Johnson is a financial advisor based in San Antonio, Texas, working with Alamo Advisors, Lp. Robert has previously held positions at Rnj Management, LLC and Alamo Advisors, Lp. Robert is registered to provide services in Texas. Currently, Robert is part of Alamo Advisors, Lp, which operates out of San Antonio, Texas. The firm has 11 employees and manages assets totaling $3.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Alamo Advisors, Lp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4114 Pond Hill Suite 201
San Antonio, TX 78231

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Alamo Advisors, Lp Brokerage Details

Total Assets Under Management

$3,475,405,550

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

908

TX Average: 2,315
Average Account Size

$3,827,539

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Johnson Work History

2002 - Present (23 years)

Rnj Management, LLC

2002 - Present (23 years)

Alamo Advisors, Lp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alamo Advisors, Lp

Daniel Peterson
San Antonio, TX
Robert Johnson
San Antonio, TX
John Rizzo
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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