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CAMPBELL & ASSOCIATES
CAMPBELL & ASSOCIATES, P.A., C.P.A.'S
CRD 142086
201 AVENUE G, S.W., WINTER HAVEN, FL, 33880-3486, United States
Phone
863-299-1238
Fax
863-299-1230
Registration
— (—)
Source
State registered
Total AUM
$11.3M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $4.0M |
| High net worth individuals | 2 | $4.7M |
| Charitable organizations | 1 | $2.6M |
All web addresses on file
Official SEC filing: View on IAPD