Camriel Advisors
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%
Contacts
1 of 1
Sarah Maitre
Financial Planner, FounderCRD 7994926
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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