Camelotta Advisors

Camelotta Advisors (CRD# 128053) is a financial advisory firm headquartered in San Francisco, CA. They manage $181,187,395 in 292 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
369 Pine Street, Suite 430, San Francisco, CA 94104
http://www.divorceanalysis.com
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $620,505
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX, WA

Financial Advisors at Camelotta Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Dana Grigg, financial advisor San Francisco CA
Dana J. Grigg
CRD#: 4705924
369 Pine Street, Suite 430, San Francisco, CA 94104

Dana Grigg (CRD# 4705924) is an Investment Advisor Representative working at Camelotta Advisors in San Francisco, CA and has over 20 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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