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Camelot Portfolios, Llc
Maumee, Ohio
5.0
1 Review
Camelot Portfolios, LLC, headquartered in Maumee, OH, is a highly regarded investment advisory firm with a strong presence in the financial industry. With over 970 individual clients and a staggering $285,980,000 in assets under management, Camelot Portfolios, LLC has established itself as a trusted partner for individuals and employer 401Ks alike.
Driven by a dedicated team of seven employees, including four experienced investment advisors, Camelot Portfolios, LLC offers a comprehensive range of services. As a registered representative of a broker-dealer, insurance broker, and agent, they provide expert guidance in managing inve...see more
Assets Under Mgmt
$285.98M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Camelot Portfolios, Llc
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