CAMPBELL NEWMAN ASSET MANAGEMENT INC

330 East Kilbourn Avenue
Suite 1125
Milwaukee, Wisconsin 53202
Tel: 414-908-6670

About CAMPBELL NEWMAN ASSET MANAGEMENT INC

CAMPBELL NEWMAN ASSET MANAGEMENT INC, formally registered with the SEC as CAMPBELL NEWMAN ASSET MANAGEMENT INC. The firm was established in 08/26/1972. They have over 1 offices throughout the country.

CAMPBELL NEWMAN ASSET MANAGEMENT INC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,285,363,650 assets under management, offering retirement planning & investment advisory services to 1382 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107003
SEC#	801-8825
Assets Managed by Firm	$1,285,363,650
No. of Clients	1382
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Other (FEES ARE BASED ON UNDERLYING CLIENT ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PROVIDE MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1382	$1,285,363,650
Individuals (other than high net worth individuals)	1127	$408,326,462
High net worth individuals	203	$529,728,234
Pension and profit sharing plans	23	$24,660,834
Charitable organizations	11	$36,034,595
Corporations or other businesses	17	$246,300,627

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