Paul
Hoffmeister
Camelot Portfolios, LLC
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About this Advisor
Paul Hoffmeister is a financial advisor based in Wilmette, Illinois, working with Camelot Portfolios, LLC. Paul has previously held positions at Quaker Funds Inc, Camelot Portfolios, LLC, Camelot Event Drive Advisors, Pkh Group LLC, and Bretton Woods Research. Paul has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Ohio. Currently, Paul is part of Camelot Portfolios, LLC, which operates out of Wilmette, Illinois. The firm has 1 office and 7 employees. The firm manages assets totaling $306.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Camelot Portfolios, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Camelot Portfolios, LLC Brokerage Details
$306,338,872
7
3,006
$101,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Paul Hoffmeister Work History
Pkh Group LLC
Camelot Event Drive Advisors
Camelot Portfolios, LLC
Bretton Woods Research
Quaker Funds Inc
Quaker Funds Inc
Disclosures
Please visit the SEC profile of Paul Hoffmeister 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 Camelot Portfolios, LLC
Maumee, OH
Wilmette, IL
Maumee, OH
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