Overview
Assets Under Management: $354 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 184
Average Client Assets: $0.7 million
Frequently Asked Questions
CAMPBELL DEEGAN FINANCIAL, LLC 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 #286640), CAMPBELL DEEGAN FINANCIAL, LLC is subject to fiduciary duty under federal law.
CAMPBELL DEEGAN FINANCIAL, LLC is headquartered in RICHMOND, VA.
CAMPBELL DEEGAN FINANCIAL, LLC serves 184 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, CAMPBELL DEEGAN FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CAMPBELL DEEGAN FINANCIAL, LLC manages $354 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, CAMPBELL DEEGAN FINANCIAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.00%
Average Client Assets: $0.7 million
Total Client Accounts: 1,223
Non-Discretionary Accounts: 1,223
Regulatory Filings
CRD Number: 286640
Filing ID: 1193059
Last Filing Date: 2018-03-29 09:05:00