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CAMPBELL ADVISORY SERVICES, LLC
CRD 174674
567 SAN NICOLAS DR, SUITE 200, NEWPORT BEACH, CA, 92660, United States
Phone
949-422-7580
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.5M
Discretionary AUM
$9.5M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $9.5M |
All web addresses on file
Official SEC filing: View on IAPD