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CAM INVESTOR SOLUTIONS
623 W 38th Street
Suite 320
Austin, Texas 78705
Tel: 720-575-7775
About CAM INVESTOR SOLUTIONS
CAM INVESTOR SOLUTIONS, formally registered with the SEC as CAM INVESTOR SOLUTIONS. The firm was established in 01/03/2017. They have over 3 offices throughout the country.
CAM INVESTOR SOLUTIONS is a Austin, Texas based Financial Planning firm with nearly $116,500,000 assets under management, offering retirement planning & investment advisory services to 531 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286078 |
| SEC# | 801-108801 |
| Assets Managed by Firm | $116,500,000 |
| No. of Clients | 531 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 531 | $116,500,000 |
| Individuals (other than high net worth individuals) | 31 | $3,700,000 |
| High net worth individuals | 116 | $108,500,000 |
| Pension and profit sharing plans | 5 | $4,300,000 |
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