1700 Woodlands Dr
Suite 100
Maumee, Ohio 43537
Tel: 419-794-0538
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 145918 |
SEC# | 801-70932 |
Assets Managed by Firm | $306,338,872 |
No. of Clients | 3006 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3006 | $306,338,872 |
Individuals (other than high net worth individuals) | 918 | $150,264,785 |
High net worth individuals | 54 | $144,445,634 |
Pension and profit sharing plans | 4 | $1,942,654 |
Charitable organizations | 15 | $6,844,029 |
Corporations or other businesses | 8 | $2,225,830 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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