Cameron Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154815
- Website
- www.cameronadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.67%
- Individuals33.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cameron Advisors, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model includes a percentage-of-AUM fee and hourly charges. Cameron Advisors indicates it does not act as a capital allocator, is not a multi-state adviser, and does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Thomas Cameron
PresidentCRD 2786695
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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