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Home > Retirement Planners > florida > fort myers > CAMPBELL FINANCIAL PARTNERS, LLC
CAMPBELL FINANCIAL PARTNERS, LLC
17595 S. Tamiami Trail
Suite 220
Fort Myers, Florida 33908
Tel: 239-454-5333
About CAMPBELL FINANCIAL PARTNERS, LLC
CAMPBELL FINANCIAL PARTNERS, LLC, formally registered with the SEC as CAMPBELL FINANCIAL PARTNERS, LLC. The firm was established in 03/15/2018. They have over 3 offices throughout the country.
CAMPBELL FINANCIAL PARTNERS, LLC is a Fort Myers, Florida based Financial Planning firm with nearly $176,266,552 assets under management, offering retirement planning & investment advisory services to 494 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142889 |
| SEC# | 801-112579 |
| Assets Managed by Firm | $176,266,552 |
| No. of Clients | 494 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 494 | $176,266,552 |
| Individuals (other than high net worth individuals) | 71 | $28,936,882 |
| High net worth individuals | 54 | $147,259,852 |
| Charitable organizations | Fewer than 5 clients | $69,818 |
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