CAMPBELL ASSET MANAGEMENT, LLC

301 Forest Avenue
Chattanooga, Tennessee 37405-3922
Tel: 423-265-7931

About CAMPBELL ASSET MANAGEMENT, LLC

CAMPBELL ASSET MANAGEMENT, LLC, formally registered with the SEC as CAMPBELL ASSET MANAGEMENT, LLC. The firm was established in 04/11/2016. They have over 1 offices throughout the country.

CAMPBELL ASSET MANAGEMENT, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $109,174,446 assets under management, offering retirement planning & investment advisory services to 398 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125052
SEC#	801-107560
Assets Managed by Firm	$109,174,446
No. of Clients	398
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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	398	$109,174,446
Individuals (other than high net worth individuals)	118	$27,390,872
High net worth individuals	45	$76,327,479
Pension and profit sharing plans	2	$1,382,790
Charitable organizations	1	$3,948,949
Corporations or other businesses	1	$124,356

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