Campbell Newman Asset Management Inc
Milwaukee, Wisconsin
Campbell Newman Asset Management Inc, based out of Milwaukee, WI, is a small investment advisory firm with a strong reputation in the industry. With 8 dedicated employees, including 4 providing investment advisory services, they offer a personalized approach to wealth management. Their compensation structure encompasses various types, ensuring alignment with client goals. Specializing in employer 401Ks and individual accounts, Campbell Newman Asset Management Inc has amassed an impressive client base of over 1,020 individuals. Their assets under management exceed $1,079,978,000, reflecting the trust placed in their expertise. Not...
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Assets Under Mgmt

$1.08B

Investment Professionals

4

Locations

0

% 401K & Individual

30%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: PROVIDE MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS
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