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Bank / Wealth / TrustRIA · CRD 142889SEC-Registered

Updated:

Campbell Financial Partners

Campbell Financial Partners was established in 2006. It operates as a Florida-based wealth manager. The firm supplies investment advisory services that...

Overview

Campbell Financial Partners was established in 2006. It operates as a Florida-based wealth manager. The firm supplies investment advisory services that include asset management, investment management, and portfolio management. It serves individuals, high-net-worth individuals, and corporations. No additional offices or team size data appear in available records. No dated operational events from the last 24 months are recorded.

General information

Firm type

Bank / Wealth / Trust

Year founded

2006

Location

Region

North America

Country

United States

City

Fort Myers

Corporate office

Fort Myers, United States

Frequently asked questions

Who runs investment decisions at Campbell Financial Partners?

No named principals or CIO are disclosed in available records.

What asset classes does Campbell Financial Partners deploy into?

Available records list only general investment advisory and portfolio management without named asset classes.

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