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William Coolidge Campbell

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC·PORTLAND, Oregon
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

William Coolidge Campbell is a registered financial advisor based in PORTLAND, Oregon, affiliated with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
AUM
$1.2B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5859495
Firm CRD# 182520
View on FINRA BrokerCheck →

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05

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
David Yi-Ping Chen
PORTLAND, OR
Picharn Quisumbing Kullavanijaya
PORTLAND, OR
John Jay Pierrepont
PORTLAND, OR

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Research
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