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CAMELOT PORTFOLIOS, LLC
MAUMEE, OH
419-794-0538
SEC #801-70932Total AUM
$272.2M
Employees
7Clients
791Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1700 WOODLANDS DR
SUITE 100
MAUMEE
OH 43537
United States
SUITE 100
MAUMEE
OH 43537
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
419-794-0538
Other Offices
1
Financials
Total AUM
$272.2M
Accounts
2,076Discretionary
$270.3M
Accounts
2,075Non-Discretionary
$1.9M
Accounts
1
Clients
Individual Clients
617AUM
$107.1M
HNW Individual Clients
45AUM
$138.8M
Pooled Vehicle Clients
2AUM
$625.2K
Pension/Profit Sharing Plan Clients
1AUM
$258.8K
Charitable Organization Clients
9AUM
$4.8M
Investment Advisor Clients
1AUM
$312.4K
Corporation or Business Clients
7AUM
$2.1M
Other Clients
109AUM
$18.2M
Description of Other Clients
DIRECT INVESTMENTS AND ANNUITIES
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALCACOCTFLILINMAMIMONCNHNYOHPATNTXWI
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.