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President & Chief Compliance Officer · Camelotta Advisors

Dana J. Grigg

CRD 4705924 · Named on Form ADV at one SEC-registered adviser

At a glance

Camelotta Advisors, an SEC-registered wealth manager based in SAN Francisco, CA with $235 million in regulatory assets, lists Dana J. Grigg on its Form ADV as President & Chief Compliance Officer, a control person.

Firms and roles

  • Camelotta AdvisorsPresident & Chief Compliance OfficerWealth manager · SAN Francisco, CA · $235M in regulatory assets

AtlasMembers

Dana’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.