Camelot Portfolios LLC
Legal Name: CAMELOT PORTFOLIOS, LLC
Full Contact Details
Camelot Portfolios LLC
1700 WOODLANDS DR, SUITE 100, MAUMEE, OH
419-794-0538
419-794-0539
Other Info
Camelot Portfolios LLC is a limited liability company based in OH that has been approved by the U.S. Securities and Exchange Commission since January 4, 2010. With 25 employees, including 13 in advisory roles, the company remains committed to providing quality financial advice and management to its clients, despite the number of clients being unknown.
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
-
ASHLEIGH COOPER SWAYZE
CHIEF COMPLIANCE OFFICER owns less than 5%
-
DARREN THADDAEUS MUNN
CEO/MANAGING MEMBER owns 75% or more
-
MATTHEW EDWARD MOSES
PRESIDENT owns less than 5%
Firms Located Nearby
News
Top Holdings
- FIRST TR HIGH INCOME L/S FD $8,483k
- COHEN & STEERS REIT & PFD &INM COM $8,136k
- EATON VANCE LTD DUR $7,292k
- APOLLO INVT CORP $4,381k
- FIRST TR LRGE CP CORE ALPHA $3,827k
- FORD MOTOR CO $3,387k
- EXPEDIA GROUP INC $3,071k
- ENERGY TRANSFER LP $2,953k
- ING GROEP N V $2,934k
- ENBRIDGE INC $2,931k