Olga
Camargo

Toroso Investments, LLC

CRD#4893843
Investment Advisor
in Chicago, IL

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About this Advisor

Olga Camargo is a financial advisor working in Chicago, Illinois with 10 years of industry experience. Camargo currently works for Toroso Investments, LLC. They have been employed by Toroso Investments, Llc for their total career. Camargo holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Illinois. Toroso Investments, LLC is a company based out of Milwaukee, WI. The company has offices in two locations and a total of 41 financial advisors. It administers $6 billion in assets under management among its 711 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to three charities and foundations. Of its 711 client accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Toroso Investments, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on which service is provided. However, fee types charged by Toroso Investments, LLC likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Chicago, IL

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Toroso Investments, LLC Brokerage Details

Total Assets Under Management

$5,574,754,331

IL Average: $2,826,565,184
Total Number of Employees

41

IL Average: 43
Total Number of Accounts

711

IL Average: 1,898
Average Account Size

$7,840,723

IL Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers
  • Other

Olga Camargo Work History

Olga has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Toroso Investments, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Olga Camargo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Toroso Investments, LLC

Olga Camargo
Chicago, IL
Juan Avila
Chicago, IL
James Hofheimer
Chicago, IL
John Lowrey
Lincoln, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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