SEC CRD #801-110358
Camelotta is a boutique fiduciary advisor offering highly customized solutions for clientele who wish to grow their wealth and support institutions that matter. CAMELOTTA ADVISORS is a SAN FRANCISCO, CA-based registered investment adviser managing $235M in assets with 2 employees (CRD #128053). The firm prides itself on offering the best of institutional investing practices tailored to benefit from the unique circumstances of its clients. This is ...
DANA GRIGG
PRESIDENT AND CCO
📞 (415) 806-3641
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AUM
$235M
Location
SAN FRANCISCO, CA
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