Camriel Advisors
RIAState Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$344K
Accounts
26
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333391
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.32%
- Individuals37.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Camriel Advisors is an independent registered investment adviser organized as a limited liability company that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside managers. Its fee model includes asset-based fees along with hourly and fixed-fee arrangements. Camriel identifies as an active ESG investor and is not designated as a multi-state adviser.
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
- Public Funds/Mutual Funds92%
- US Government Bonds5%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Rakatansky Financial LLC
RIASubudry, MA
AUM $9MTEAM 1REPS 1
Charter Advisory Services, LLC
RIADaytona Beach, FL
AUM $9MTEAM 1REPS 1
Walrus Partners, LLC
RIAAUM $9MTEAM 3REPS 3
Sound Financial Management, LLC
RIAAUM $8.9MTEAM 1REPS 1
Truenorth Financial Planning
RIAAUM $9MTEAM 1REPS 1
Bluevine Advisory LLC
RIAJersey City, NJ
AUM $8.9MTEAM 2REPS 1