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Alamo Financial Advisors Gold Client

Edit Add contact Add site
Industry
Finance
Employees
41
Phone
(512) 555-1005
Email
info@alamo.example
Website
https://www.alamo.example
Tax number
—
Account manager
Ruth Castillo
Address

San Antonio, TX
United States
Created
17 Jul 2026 09:00

Contacts (3) + New contact

Contact Type Email Phone
CB
Carlos Bryant
Office Manager
 Billing carlos.bryant@alamo.example (512) 555-2026 Open
AC
Angela Cole
IT Coordinator
 End User angela.cole@alamo.example (512) 555-2027 Open
SM
Susan Murphy
Practice Manager
 Primary susan.murphy@alamo.example (512) 555-2025 Open

Assets (5) + Add asset

Asset #NameTypeWarrantyStatus
AST-0036 Dell Latitude 5440 — Alamo Laptop2 Laptop 19 Mar 2026 Active
AST-0034 Dell OptiPlex 7090 — Alamo Workstation2 Workstation 02 Feb 2027 Active
AST-0032 HPE ProLiant DL380 — Alamo Server1 Server 19 Mar 2026 Active
AST-0033 Lenovo ThinkCentre M70 — Alamo Workstation1 Workstation 11 Aug 2026 Active
AST-0035 Lenovo ThinkPad T14 — Alamo Laptop1 Laptop 21 Aug 2027 Active

Contracts (1) + New contract

Contract #NameTypeStatusBilling
C-1005 Alamo Financial Advisors — Managed... Per User Active $4,500.00 / monthly

Recent invoices (3) View all →

Invoice #IssuedStatusTotalBalance
INV-01016 03 May 2026 Paid $4,871.25 $0.00
INV-01017 02 Jun 2026 Paid $4,871.25 $0.00
INV-01018 09 Jul 2026 Sent $5,213.32 $5,213.32

Monthly Report

Sites (1) + New site

Alamo Financial Advisors — HQ Edit

(512) 555-1005

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