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CAMELOTTA ADVISORS
369 Pine Street
Suite 430
San Francisco, California 94104
Tel: 415-806-3641
About CAMELOTTA ADVISORS
CAMELOTTA ADVISORS, formally registered with the SEC as CAMELOTTA ADVISORS. The firm was established in 04/10/2017. They have over 4 offices throughout the country.
CAMELOTTA ADVISORS is a San Francisco, California based Financial Planning firm with nearly $181,187,395 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128053 |
| SEC# | 801-110358 |
| Assets Managed by Firm | $181,187,395 |
| No. of Clients | 292 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $181,187,395 |
| Individuals (other than high net worth individuals) | 23 | $4,882,860 |
| High net worth individuals | 41 | $171,822,193 |
| Pension and profit sharing plans | 1 | $3,782,895 |
| Charitable organizations | 1 | $500,959 |
| Corporations or other businesses | 1 | $198,488 |
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