Campbell Newman Asset Management Inc
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Overview
Campbell Newman Asset Management Inc operates as an advisory firm based in Milwaukee, Wisconsin. The company manages $1.1 billion in total assets over 1,249 accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 4 financial advisors. Campbell Newman Asset Management Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, options and equities.
Campbell Newman Asset Management Inc administers all of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without needing to seek client consent. The firm manages an average of $864,674 in assets for every customer account. An average financial advisor at Campbell Newman Asset Management Inc manages about 312 client accounts.
Campbell Newman Asset Management Inc's headquarters is at 330 East Kilbourn Avenue, Milwaukee, Wisconsin 53202. The firm is allowed to serve clients throughout 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Campbell Newman Asset Management Inc by the Numbers
$1.1 billion
8
1,249
$864.7 thousand
Fee Structure
Financial advisory fees usually depend on the financial services offered. However, fee types charged by Campbell Newman Asset Management Inc likely include any blend of the following fee types: asset-based, fixed or other. The company participates in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm does business with a number of different clients. The company works with retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 1,249 customers, Campbell Newman Asset Management Inc's biggest client by number of accounts is retail investors, but it also manages money for 180 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 14.41%
- Other Individuals - 81.59%
- Corporations - 3.28%
- Charitable Organizations - 0.72%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Campbell Newman Asset Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Campbell Newman Asset Management Inc
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
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