Camargo Investment Management Ltd.

Camargo Investment Management Ltd. (CRD# 164126) is a financial advisory firm headquartered in Cincinnati, OH. They manage $13,787,023 in 36 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $382,973
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Camargo Investment Management Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
William R. Stewart
CRD#: 1917018
Cincinnati, OH
93
Wealthminder
score

William Stewart (CRD# 1917018) is an Investment Advisor Representative working at Camargo Investment Management Ltd. in Cincinnati, OH and has over 27 years of experience in the finance industry.

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