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Building 2CAMPBELL FINANCIAL PARTNERS, LLC

Map pinFORT MYERS, FL
Phone239-454-5333
NotebookSEC #801-112579
Total AUM
$202.7M
Employees
2
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17595 S. TAMIAMI TRAIL
SUITE 220
FORT MYERS
FL 33908
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
239-454-5333
Other Offices
2

ReceiptFinancials

Total AUM
$202.7M
Accounts
522
Discretionary
$197.9M
Accounts
508
Non-Discretionary
$4.8M
Accounts
14

ContactClients

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Individual Clients
72
AUM
$31.2M
HNW Individual Clients
60
AUM
$171.4M
Charitable Organization Clients
1
AUM
$76.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLAOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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