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CAMPBELL GLOBAL

1300 Sw 5th Avenue, Suite 3200
Portland, Oregon 97201
Tel: 503-275-9675

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About CAMPBELL GLOBAL

CAMPBELL GLOBAL, formally registered with the SEC as CAMPBELL GLOBAL. The firm was established in 07/17/2000. They have over 1 offices throughout the country.

CAMPBELL GLOBAL is a Portland, Oregon based Financial Planning firm with nearly $5,060,526,289 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 145 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111944
SEC#801-57589
Assets Managed by Firm$5,060,526,289
No. of Clients21
No. of Advisors145

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other(PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total21$5,060,526,289
Pension and profit sharing plansFewer than 5 clients$2,016,427,852
Corporations or other businessesFewer than 5 clients$744,928,430

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