1300 Sw 5th Avenue, Suite 3200
Portland, Oregon 97201
Tel: 503-275-9675
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111944 |
SEC# | 801-57589 |
Assets Managed by Firm | $5,060,526,289 |
No. of Clients | 21 |
No. of Advisors | 145 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 21 | $5,060,526,289 |
Pension and profit sharing plans | Fewer than 5 clients | $2,016,427,852 |
Corporations or other businesses | Fewer than 5 clients | $744,928,430 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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