Overview
Assets Under Management: $176 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 494
Discretionary Accounts: 494
Regulatory Filings
CRD Number: 142889
Last Filing Date: 2025-02-17 00:00:00
Website: https://campbellfp.com