Camelot Advisors LLC
Legal Name: CAMELOT ADVISORS, LLC
1700 WOODLANDS DR., SUITE 100, MAUMEE, OH
419-794-0538
http://camelotportfolios.com/
Frequently Asked Questions (FAQ)
Other Info
Camelot Advisors LLC, a legally recognized OH Limited Liability Company, employs 12 professional advisors and has an SEC status of Approved since February 3, 2014. Though the number of clients they serve is unknown, their registration and active status demonstrate their commitment to providing professional financial advisory services.
Camelot Portfolios
Camelot Portfolios provides Investment Management, Wealth Planning and Consulting services, providing our advisors a single point of contact for support and solutions.
Direct Owners
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ASHLEIGH COOPER SWAYZE
CHIEF COMPLIANCE OFFICER owns less than 5%
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DARREN THADDAEUS MUNN
CEO/MANAGING MEMBER owns 75% or more