Camelotta Advisors

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).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $640,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
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.

CA, TX

Financial Advisors at Camelotta Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Dana J. Grigg
CRD#: 4705924
665 3rd Street, Suite 511, San Francisco, CA 94107
93
Wealthminder
score

Dana Grigg (CRD# 4705924) is an Investment Advisor Representative working at Camelotta Advisors in San Francisco, CA and has over 12 years of experience in the finance industry.

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