Unclaimed Profile

Timothy Wynkoop

CAMELOT PORTFOLIOS, LLC·MAUMEE, Ohio

Clean recordCAMELOT PORTFOLIOS, LLC

1700 WOODLANDS DR SUITE 100, MAUMEE, OH 43537CRD# 6288342Firm CRD# 145918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Wynkoop · MAUMEE, OH

Registration

CRD #6288342 · CAMELOT PORTFOLIOS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Wynkoop 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CAMELOT PORTFOLIOS, LLC

AUM

$306M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Performance-based fees

Regulatory

SEC/IARD CRD# 6288342

Firm CRD# 145918

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Frequently Asked Questions

What services does Timothy Wynkoop offer?

Timothy Wynkoop specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.

What are Timothy Wynkoop's credentials?

Timothy Wynkoop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Wynkoop located?

Timothy Wynkoop is based in MAUMEE, Ohio, working with CAMELOT PORTFOLIOS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does Timothy Wynkoop charge for services?

Timothy Wynkoop'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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