CAMPBELL DEEGAN FINANCIAL

8730 Stony Point Parkway
Suite 100
Richmond, Virginia 23235
Tel: 804-913-1114

About CAMPBELL DEEGAN FINANCIAL

CAMPBELL DEEGAN FINANCIAL, formally registered with the SEC as CAMPBELL DEEGAN FINANCIAL. The firm was established in 03/26/2018. They have over 1 offices throughout the country.

CAMPBELL DEEGAN FINANCIAL is a Richmond, Virginia based Financial Planning firm with nearly $565,007,564 assets under management, offering retirement planning & investment advisory services to 1611 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293020
SEC#	801-112661
Assets Managed by Firm	$565,007,564
No. of Clients	1611
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Other (REVENUE SHARING WITH AFFILIATE FOCUS TREASURY & CREDIT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1611	$565,007,564
Individuals (other than high net worth individuals)	548	$135,411,591
High net worth individuals	169	$428,004,582
Corporations or other businesses	2	$1,591,391

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