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Frank P Echelmeyer

CAMELOT PORTFOLIOS, LLC·MAUMEE, Ohio
Clean recordCAMELOT PORTFOLIOS, LLC
1700 WOODLANDS DR, MAUMEE, OH 43537CRD# 4444168Firm CRD# 145918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank P Echelmeyer · MAUMEE, OH
Registration
CRD #4444168 · CAMELOT PORTFOLIOS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at CAMELOT PORTFOLIOS, LLC

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MAUMEE, OH
Matthew Edward Moses
MAUMEE, OH

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