Camelot Portfolios, LLC
Camelot Portfolios, LLC (CRD# 145918) is a financial advisory firm headquartered in Maumee, OH. They manage $306,338,872 in 3,006 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management306MILLION
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Total Number of Accounts3,006ACCOUNTS
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Average Account Value$101,909
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, CA, CO, CT, FL, IL, IN, MA, MI, MO, NC, NH, NY, OH, PA, TN, TX, WI
Frank Echelmeyer (CRD# 4444168) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 22 years of experience in the finance industry.
Paul Hoffmeister (CRD# 4712982) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Wilmette, IL and has over 6 years of experience in the finance industry.
Darren Munn (CRD# 3100611) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 25 years of experience in the finance industry.