CAMPBELL GLOBAL

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

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 $5,283,396,280 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 142 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111944
SEC#	801-57589
Assets Managed by Firm	$5,283,396,280
No. of Clients	19
No. of Advisors	142

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 vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$5,283,396,280
Pension and profit sharing plans	Fewer than 5 clients	$2,039,443,165
Corporations or other businesses	6	$620,849,645

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