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Timothy Wynkoop

CAMELOT PORTFOLIOS, LLC·MAUMEE, Ohio
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1700 WOODLANDS DR SUITE 100, MAUMEE, OH 43537CRD# 6288342Firm CRD# 145918
01

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.

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# 6288342
Firm CRD# 145918
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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