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Campbell Equity Trading, Inc. (Puerto Vallarto)


Campbell Equity Trading, Inc. is an adviser based in Puerto Vallarto. It manages $900 thousand of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

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Campbell Equity Trading provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Campbell Equity Trading: assets under management

The assets under management (AUM) of Campbell Equity Trading, Inc. is $900 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $900 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Campbell Equity Trading, Inc. for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Puerto Vallarto

The principal office where Campbell Equity Trading, Inc. performs its advisory services is located at Iturbide #501, Depto. 2, Puerto Vallarto, 48306 The mailing address of the firm is 827 Union Pacific, Pmb 078 176, Laredo, TX 78045 9452. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-884-6468 or by fax 888-884-6403. The normal business hours are 8:00 a.m. - 1:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.campbelltrading.com.


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