|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Campbell Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 142889 |
| SEC # | 801-112579 |
| CIK # | |
| AUM | $176.3 M (2025-02-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 239-454-5333 |
| Address | 17595 S Tamiami Trail Fort Myers, FL 33908 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 28.9 |
| (b) Individuals (high net worth individuals) | 54 | 147.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 494 | 176.3 |
| By Discretionary | ||
| Discretionary | 494 | 176.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 494 | 176.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 171.9 | |
| Total | 494 | 176.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bluestone Financial Advisors LLC
✚
|
MD | 0.2 |
|
Safir Wealth Advisors LLC
✚
|
0.2 | |
|
Redwood Investment Group Inc
✚
|
CA | 0.2 |
|
Heritage Wealth Partners LLC
✚
|
OH | 0.2 |
|
Forness Financial LLC
✚
|
MA | 0.2 |
|
Intrinsic Value Partners LLC
✚
|
AZ | 0.2 |
|
Chronos Capital Advisors LLC
✚
|
FL | 0.2 |
|
Retirement Wealth Solutions LLC
✚
|
WI | 0.2 |
|
Kowalski Financial Inc
✚
|
MN | 0.2 |
|
Bradyco Inc
✚
|
0.2 |