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CAMELOT PORTFOLIOS, LLC

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

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About CAMELOT PORTFOLIOS, LLC

CAMELOT PORTFOLIOS, LLC, formally registered with the SEC as CAMELOT PORTFOLIOS, LLC. The firm was established in 01/04/2010. They have over 2 offices throughout the country.

CAMELOT PORTFOLIOS, LLC is a Maumee, Ohio based Financial Planning firm with nearly $306,338,872 assets under management, offering retirement planning & investment advisory services to 3006 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145918
SEC#801-70932
Assets Managed by Firm$306,338,872
No. of Clients3006
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3006$306,338,872
Individuals (other than high net worth individuals)918$150,264,785
High net worth individuals54$144,445,634
Pension and profit sharing plans4$1,942,654
Charitable organizations15$6,844,029
Corporations or other businesses8$2,225,830

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