PH
PH

Paul Kristian Hoffmeister

8 Years of Experience
Areas of Practice
Investment ManagementCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
878 clients
Average Client Portfolio
$336K average
Assets Under Management
$295.3M

Fee Structure

Financial Planning:Investment management only
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Location

Wilmette, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is the President of PKH Group LLC, which is related to sales of CMMS software, and spends minimal time on it. He also serves as a portfolio manager and managing member for Camelot Event-Driven Advisors and KHA Capital, spending about 10-20% of his time on Camelot and a few hours per week on KHA Capital.

Employment History
Current Registrations
Camelot Portfolios, LLC
November 2017 - Present · 8 yrs 3 mos
State Registrations2 states
ILOH
Advisor
Exams
No exam information available for this advisor.