Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
CAMDEN FINANCIAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111938), CAMDEN FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CAMDEN FINANCIAL MANAGEMENT, INC. serves 37 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, CAMDEN FINANCIAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CAMDEN FINANCIAL MANAGEMENT, INC. manages $135 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, CAMDEN FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 43
Discretionary Accounts: 43
Regulatory Filings
CRD Number: 111938
Last Filing Date: 2024-03-25 00:00:00
Website: https://camdenmgmt.com