Dana Joe Grigg
Investment adviser representative at Camelotta Advisors
25 yearsExperience
3 statesRegistered in
$234.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Camelotta AdvisorsOct 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Camelotta Advisors
Legal name: Camelot Technology Advisors, Inc.
$234.9MAssets managed
61Clients
1Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4705924
- Firm CRD
- 128053