Overview
Assets Under Management: $1.0 billion
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 392
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 392
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,921
Discretionary Accounts: 1,921
Regulatory Filings
CRD Number: 152956
Last Filing Date: 2024-12-20 00:00:00
Website: https://campbellwealth.com