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Campbell Advisory Services
Campbell Advisory Services was established in 2015 as a California-based asset manager. The firm delivers asset management alongside financial planning...
Overview
Campbell Advisory Services was established in 2015 as a California-based asset manager. The firm delivers asset management alongside financial planning services. No specific asset classes, portfolio holdings, or geographic deployment details are available from current sources. No recent operational events from the last 24 months are recorded. Team size and additional offices remain undisclosed. The firm operates without publicly detailed governance or succession structures.
General information
Firm type
Generalist
Year founded
2015
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, United States
Frequently asked questions
Who runs investment decisions at Campbell Advisory Services?
No named principals or investment committee members are disclosed in available records.
What services does Campbell Advisory Services provide?
The firm offers asset management and financial planning to individuals, high-net-worth individuals, trusts, and corporations.
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