CAMELOTTA ADVISORS - Financial Advisor in California, San Francisco

Tel: 415-806-3641 369 Pine Street Suite 430 San Francisco, California 94104

About CAMELOTTA ADVISORS

CAMELOTTA ADVISORS is a San Francisco, California based financial advisory firm with nearly $181,187,395 in assets under management and provides investment advisory services for 292 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

128053

Firm SEC#:

801-110358

Assets Under Management:

$181,187,395

No. of Clients:

292

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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