Camelot Portfolios, Llc, OH — Investment Adviser | BuildTrust

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CAMELOT PORTFOLIOS, LLC

Investment AdviceMAUMEE, OH

Assets Under Management

$295.3M

Total AUM

Donut chart: Discretionary 290.6M, Non-Discretionary 4.8M
Category	Value
Discretionary	290.6M
Non-Discretionary	4.8M

Adviser Information

Field	Value
CRD Number	145918
SEC Number	801-70932
Street Address	1700 WOODLANDS DR
Street Address 2	SUITE 100
Location	MAUMEE, OH 43537
Country	United States
Phone	419-794-0538
Fax	419-794-0539
Total Employees	7
Business Types	registered_representative, insurance_broker

Client Count by Type (878 Total)

Horizontal bar chart: Individuals (other than H… 730, Other 72, High Net Worth Individual… 50, Charitable Organizations 12, Corporations/Businesses 7, Pension/Profit Sharing Pl… 4, Pooled Investment Vehicle… 2, Other Investment Advisers 1
Category	Value
Individuals (other than H…	730
Other	72
High Net Worth Individual…	50
Charitable Organizations	12
Corporations/Businesses	7
Pension/Profit Sharing Pl…	4
Pooled Investment Vehicle…	2
Other Investment Advisers	1