Campbell Newman Asset Management Inc.
Campbell Newman Asset Management Inc. (CRD# 107003) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,227,639,648 in 1,319 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,228MILLION
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Total Number of Accounts1,319ACCOUNTS
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Average Account Value$930,735
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, TX, WI
John Bonnell (CRD# 4533472) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.
Mary Brown (CRD# 4334665) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
Jeremy Ellis (CRD# 5964259) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has over 7 years of experience in the finance industry.
Rimas Milaitis (CRD# 2853891) is an Investment Advisor Representative working at Campbell Newman Asset Management Inc. in Milwaukee, WI and has over 24 years of experience in the finance industry.