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Peter Stuart Campbell

BULL OAK CAPITAL, LLC·RANCHO SANTA FE, California
Unclaimed Profile
16236 SAN DIEGUITO RD., RANCHO SANTA FE, CA 92067-5752CRD# 6852999Firm CRD# 170325
01

About

Peter Stuart Campbell is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with BULL OAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BULL OAK CAPITAL, LLC
BULL OAK CAPITAL, LLC
AUM
$157M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BULL OAK CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6852999
Firm CRD# 170325
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Stuart Campbell offer?
Peter Stuart Campbell specializes in Financial Planning, Investment Management. Contact their office in RANCHO SANTA FE, California for a consultation.
What are Peter Stuart Campbell's credentials?
Peter Stuart Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Stuart Campbell located?
Peter Stuart Campbell is based in RANCHO SANTA FE, California, working with BULL OAK CAPITAL, LLC. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does Peter Stuart Campbell charge for services?
Peter Stuart Campbell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BULL OAK CAPITAL, LLC?
BULL OAK CAPITAL, LLC has approximately 4 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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