Cam Investor Solutions

Cam Investor Solutions (CRD# 286078) is a financial advisory firm headquartered in Austin, TX. They manage $98,700,000 in 390 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
623 W 38th Street, Suite 320, Austin, TX 78705
https://www.youtube.com/channel/ucifw1hamodmo107qtrqdaqa
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $253,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MT, NE, SD, TX

Financial Advisors at Cam Investor Solutions
Showing 1 - 3 of 3 top financial advisors.
1
Alyssa Calhoun, financial advisor Austin TX
Alyssa R. Calhoun
CRD#: 6394710
5540 N. Lamar Blvd., #11, Austin, TX 78756

Alyssa Calhoun (CRD# 6394710) is an Investment Advisor Representative working at Cam Investor Solutions in Austin, TX and has over 7 years of experience in the finance industry.

2
Sarah Contino, financial advisor Austin TX
Sarah J. Contino
CRD#: 4144278
623 W 38th Street, Suite 320, Austin, TX 78705

Sarah Contino (CRD# 4144278) is an Investment Advisor Representative working at Cam Investor Solutions in Austin, TX and has over 23 years of experience in the finance industry.

3
Marc Jimenez, financial advisor Austin TX
Marc A. Jimenez
CRD#: 3170299
623 W 38th Street, Suite 320, Austin, TX 78705

Marc Jimenez (CRD# 3170299) is an Investment Advisor Representative working at Cam Investor Solutions in Austin, TX and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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