CAMELOT PORTFOLIOS, LLC

MAUMEE, Ohio·3 registered advisors·CRD# 145918
SEC# 801-709321419-794-0538
01

Firm Overview

AUM
$306M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAMELOT PORTFOLIOS, LLC

3 registered advisors
Frank P Echelmeyer
MAUMEE, Ohio
Matthew Edward Moses
MAUMEE, Ohio
Timothy Wynkoop
MAUMEE, Ohio
05

Office Locations

MAUMEE, Ohio
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CAMELOT PORTFOLIOS, LLC (CRD# 145918) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.