Chief Compliance Officer · Camelot Portfolios, LLC
Frank P Echelmeyer
CRD 4444168 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Camelot Portfolios, LLC, an SEC-registered wealth manager based in Maumee, OH with $272 million in regulatory assets, lists Frank P Echelmeyer on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Frank at 2 other registered advisers.
Firms and roles
- Camelot Portfolios, LLCChief Compliance OfficerWealth manager · Maumee, OH · $272M in regulatory assets
- Munn Wealth Management, LLCChief Compliance OfficerWealth manager · Maumee, OH · $242M in regulatory assets
- Atlantis Wealth Advisors LLCChief Compliance OfficerWealth manager · Maumee, OH · $150M in regulatory assets
AtlasMembers
Frank’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 each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Darren T. MunnCeo/managing Member, Camelot Portfolios, LLC
- David E. MunnPresident, Munn Wealth Management, LLC
- Daniel J. AchesonVice President, Munn Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frank’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.