Claim Profile
JC

Joseph P. Campolo

ARBOR INVESTMENTS MANAGEMENT, LLC·CHICAGO, Illinois
Unclaimed Profile
676 N. MICHIGAN AVE., CHICAGO, IL 60611CRD# 6018571Firm CRD# 157442
01

About

Joseph P. Campolo is a registered financial advisor based in CHICAGO, Illinois, affiliated with ARBOR INVESTMENTS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ARBOR INVESTMENTS MANAGEMENT, LLC
ARBOR INVESTMENTS MANAGEMENT, LLC
AUM
$3.1B
Regulatory assets under management
Employees
25
Total firm employees
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 6018571
Firm CRD# 157442
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph P. Campolo offer?
Joseph P. Campolo specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Joseph P. Campolo's credentials?
Joseph P. Campolo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph P. Campolo located?
Joseph P. Campolo is based in CHICAGO, Illinois, working with ARBOR INVESTMENTS MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Joseph P. Campolo charge for services?
Joseph P. Campolo's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARBOR INVESTMENTS MANAGEMENT, LLC?
ARBOR INVESTMENTS MANAGEMENT, LLC has approximately 25 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty