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- Custodian
- Charles Schwab & Company · Gemini Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- FusionPathway +more
- Established Date
- 09-18-2014
- Office Locations
- 1
Office Locations
About Camerondowning, Inc.
CameronDowning, Inc. is a Miami-based fiduciary firm providing advice-driven financial planning and investment management. The team builds customized plans and aligns portfolios to those goals, implemented largely with public funds and complemented by investment-grade corporate bonds and ETFs. Operates in retail and institutional channels and uses Nitrogen (Riskalyze) for risk profiling and portfolio alignment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN GARSON CAMERON
Chief Executive Officer, Principal
- CRD
- #5301972
- Ownership
- 50% but less than 75%
GLENN J DOWNING
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #3085082
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CHRISTIAN MICHAEL CAMERON
--
- CRD
- #7827724
JOSE DIEGO GONZALEZ FERNANDEZ
--
- CRD
- #7327640
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,529,871 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,529,871 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,529,871
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $876,972,933 | 29.8% |
| Corporate - Investment Grade | $217,771,802 | 7.4% |
| Equity - Exchange | $894,630,106 | 30.4% |
| Cash | $953,487,351 | 32.4% |
| Total | $2,942,862,192 | 100.0% |