Camelotta Advisors (CRD# 128053) is a financial advisory firm headquartered in San Francisco, CA. They manage $77,537,740 in 121 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management78MILLION
Total Number of Accounts121ACCOUNTS
Average Account Value$640,808
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Dana Grigg (CRD# 4705924) is an Investment Advisor Representative working at Camelotta Advisors in San Francisco, CA and has over 14 years of experience in the finance industry.