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Building 2CAMELOTTA ADVISORS

Map pinSAN FRANCISCO, CA
Phone415-806-3641
NotebookSEC #801-110358
Total AUM
$234.9M
Employees
2
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 BUSH ST.
SUITE 511
SAN FRANCISCO
CA 94104
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
415-806-3641
Other Offices
3

ReceiptFinancials

Total AUM
$234.9M
Accounts
290
Discretionary
$234.9M
Accounts
290
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$3.7M
HNW Individual Clients
39
AUM
$229.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$592.7K
Corporation or Business Clients
1
AUM
$140

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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