Overview
Assets Under Management: $295 million
Headquarters: MAUMEE, OH
High-Net-Worth Clients: 4
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.06
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 2,651
Discretionary Accounts: 2,519
Non-Discretionary Accounts: 132
Regulatory Filings
CRD Number: 145918
Filing ID: 2006164
Last Filing Date: 2025-07-28 12:21:00
Website: https://camelotportfolios.com