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Building 2CAMELOTTA ADVISORS

Map pinSAN FRANCISCO, CA
Phone415-806-3641
NotebookSEC #801-67824
Total AUM
$41.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
665 THIRD STREET
SUITE #511
SAN FRANCISCO
CA 94107
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
415-806-3641

ReceiptFinancials

Total AUM
$41.1M
Accounts
79
Discretionary
$41.1M
Accounts
79
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF FEES PAID TO OTHER CAL. MGR SELECTION AND MONITORING

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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