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William Coolidge Campbell

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC·PORTLAND, Oregon
SIE, Series 24, Series 63, Series 79, Series 99TOClean recordEQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
411 NW PARK AVE, PORTLAND, OR 97209CRD# 5859495Firm CRD# 182520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Coolidge Campbell · PORTLAND, OR
Registration
CRD #5859495 · EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
Series 63
Series 79
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD 182520 · SEC 801-96301
AUM
$1.2B
Regulatory assets under management
Employees
36
4 client accounts
Services offered by EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC →
Introduction

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Frequently Asked Questions

What services does William Coolidge Campbell offer?
William Coolidge Campbell specializes in Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are William Coolidge Campbell's credentials?
William Coolidge Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Coolidge Campbell located?
William Coolidge Campbell is based in PORTLAND, Oregon, working with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does William Coolidge Campbell charge for services?
William Coolidge Campbell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC?
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC has approximately 36 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Theodore Donald Holt
PORTLAND, OR
Picharn Quisumbing Kullavanijaya
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