Chief Compliance Officer · Bolthouse Investment Management Services
Michelle L. Campbell
CRD 6313718 · Named on Form ADV at one SEC-registered adviser
At a glance
Bolthouse Investment Management Services, an SEC-registered asset manager based in Bakersfield, CA with $631 million in regulatory assets, lists Michelle L. Campbell on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Bolthouse Investment Management ServicesChief Compliance OfficerAsset manager · Bakersfield, CA · $631M in regulatory assets
AtlasMembers
Michelle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Anthony L. LeggioManager & President, Bolthouse Investment Management Services
- Brian S. ConnerChief Financial Officer, Bolthouse Investment Management Services
- Brad A. JantzVice President, Chief Investment Officer, Bolthouse Investment Management Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.