Camelot Portfolios is an investment advisor in Maumee with $425.42 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
202103606
SEC advisor number
801-70932
FINRA CRD number
145918
AUM ?
$306.34 mm
(as of 18 Mar 24)
Accounts
3,006
(as of 18 Mar 24)
Employees
7
(4 investment advisory or research)
Address
Camelot Portfolios
1700 WOODLANDS DRIVE
SUITE 100
MAUMEE
OH 43537
1700 WOODLANDS DRIVE
SUITE 100
MAUMEE
OH 43537
Phone
419-794-0538
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Nov 24
13F-HR
Quarterly holdings report by institutional manager
12 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22