AdvisorOS Directory
Claim Profile
FE

Frank P Echelmeyer

CAMELOT PORTFOLIOS, LLC·MAUMEE, Ohio
Unclaimed Profile
1700 WOODLANDS DR, MAUMEE, OH 43537CRD# 4444168Firm CRD# 145918
01

About

Frank P Echelmeyer is a registered financial advisor based in MAUMEE, Ohio, affiliated with CAMELOT PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAMELOT PORTFOLIOS, LLC
CAMELOT PORTFOLIOS, LLC
AUM
$306M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CAMELOT PORTFOLIOS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 4444168
Firm CRD# 145918
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MAUMEE?

Browse all registered financial advisors in MAUMEE, Ohio or claim this profile if it's yours.

Browse MAUMEE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Frank P Echelmeyer offer?
Frank P Echelmeyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Frank P Echelmeyer's credentials?
Frank P Echelmeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank P Echelmeyer located?
Frank P Echelmeyer is based in MAUMEE, Ohio, working with CAMELOT PORTFOLIOS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Frank P Echelmeyer charge for services?
Frank P Echelmeyer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMELOT PORTFOLIOS, LLC?
CAMELOT PORTFOLIOS, LLC has approximately 7 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MAUMEE
Timothy Wynkoop — CAMELOT PORTFOLIOS, LLCRodney Clayton Zeeb — GENUS CAPITAL MANAGEMENT LLCThomas Cushing Rogerson — GENUS CAPITAL MANAGEMENT LLCNolan Richard Baker — THE RETIREMENT GUYS FORMULA LLCSarah Jane Berndt — MUNN WEALTH MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile