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A.G. CAMPBELL ADVISORY, LLC
1340 Smith Avenue
Suite 200
Baltimore, Maryland 21209
Tel: 410-779-1239
About A.G. CAMPBELL ADVISORY, LLC
AG CAMPBELL ADVISORY, LLC, formally registered with the SEC as AG CAMPBELL ADVISORY, LLC. The firm was established in 12/03/2014. They have over 2 offices throughout the country.
A.G. CAMPBELL ADVISORY, LLC is a Baltimore, Maryland based Financial Planning firm with nearly $411,291,828 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162150 |
| SEC# | 801-80616 |
| Assets Managed by Firm | $411,291,828 |
| No. of Clients | 68 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 68 | $411,291,828 |
| Individuals (other than high net worth individuals) | 36 | $11,077,083 |
| High net worth individuals | 27 | $389,421,472 |
| Pension and profit sharing plans | 1 | $3,461,964 |
| Corporations or other businesses | 4 | $7,331,309 |
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