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).

Current Firm Details
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
http://camelotportfolios.com/
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    3,006
    ACCOUNTS
  • Average Account Value
    $101,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, FL, IL, IN, MA, MI, MO, NC, NH, NY, OH, PA, TN, TX, WI

Financial Advisors at Camelot Portfolios, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Frank Echelmeyer, financial advisor Maumee OH
Frank P. Echelmeyer
CRD#: 4444168
1700 Woodlands Dr, Suite 100, Maumee, OH 43537

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.

2
Paul Hoffmeister, financial advisor Wilmette IL
Paul K. Hoffmeister
CRD#: 4712982
Wilmette, IL

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.

3
Darren Munn, financial advisor Maumee OH
Darren T. Munn
CRD#: 3100611
1700 Woodlands Dr, Suite 100, Maumee, OH 43537

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.

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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