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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