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CAMPION ASSET MANAGEMENT, LLC
3141 Fairview Park Drive
Suite 310
Falls Church, Virginia 22042
Tel: 703-828-1137
About CAMPION ASSET MANAGEMENT, LLC
CAMPION ASSET MANAGEMENT, LLC, formally registered with the SEC as CAMPION ASSET MANAGEMENT, LLC. The firm was established in 03/23/2006. They have over 1 offices throughout the country.
CAMPION ASSET MANAGEMENT, LLC is a Falls Church, Virginia based Financial Planning firm with nearly $189,102,935 assets under management, offering retirement planning & investment advisory services to 273 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134002 |
| SEC# | 801-64285 |
| Assets Managed by Firm | $189,102,935 |
| No. of Clients | 273 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 273 | $189,102,935 |
| Individuals (other than high net worth individuals) | 59 | $17,572,679 |
| High net worth individuals | 41 | $146,185,362 |
| Charitable organizations | 5 | $25,344,894 |
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|---|---|---|---|
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