330 John Carlyle Street
Suite 400
Alexandria, Virginia 22314
Tel: 703-535-5300
CAMPBELL WEALTH MANAGEMENT, INC, formally registered with the SEC as CAMPBELL WEALTH MANAGEMENT, INC. The firm was established in 02/23/2010. They have over 1 offices throughout the country.
CAMPBELL WEALTH MANAGEMENT, INC. is a Alexandria, Virginia based Financial Planning firm with nearly $1,004,912,030 assets under management, offering retirement planning & investment advisory services to 1921 clients. The firm is staffed with 31 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 152956 |
SEC# | 801-71121 |
Assets Managed by Firm | $1,004,912,030 |
No. of Clients | 1921 |
No. of Advisors | 31 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1921 | $1,004,912,030 |
Individuals (other than high net worth individuals) | 308 | $130,862,159 |
High net worth individuals | 392 | $874,049,871 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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