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CAMELOTTA ADVISORS
Tel: 415-806-3641
369 Pine Street Suite 430
San Francisco, California 94104
CAMELOTTA ADVISORS
CAMELOTTA ADVISORS is a San Francisco, California based financial advisory firm with nearly $181,187,395 in assets under management and provides investment advisory services for 292 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
128053
SEC#:
801-110358
No. of Clients:
292
Assets under Management
$181,187,395
No. of Advisors:
2
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