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CAMELOT PORTFOLIOS, LLC

Tel: 419-794-0538
1700 Woodlands Dr
Suite 100
Maumee, Ohio  43537

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CAMELOT PORTFOLIOS, LLC

CAMELOT PORTFOLIOS, LLC is a Maumee, Ohio based financial advisory firm with nearly $306,338,872 in assets under management and provides investment advisory services for 3006 clients. There are currently 7 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 , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

Firm CRD#:

145918

SEC#:

801-70932

No. of Clients:

3006

Assets under Management

$306,338,872

No. of Advisors:

7

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