Campbell Williams, Inc.

Campbell Williams, Inc. (CRD# 142243) is a financial advisory firm headquartered in Coral Gables, FL. They manage $52,586,693 in 47 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1 Alhambra Plaza, Ph Floor, Coral Gables, FL 33134
https://www.linkedin.com/company/408071/admin/
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $1,118,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA

Financial Advisors at Campbell Williams, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Alfredo Cardona, financial advisor Coral Gables FL
Alfredo Cardona
CRD#: 2274707
1 Alhambra Plaza, Ph Floor, Coral Gables, FL 33134

Alfredo Cardona (CRD# 2274707) is an Investment Advisor Representative working at Campbell Williams, Inc. in Coral Gables, FL and has over 23 years of experience in the finance industry.

2
Pedro Ortiz Vandergrift, financial advisor Coral Gables FL
Pedro A. Ortiz Vandergrift
CRD#: 6790679
1 Alhambra Plaza, Ph Floor, Coral Gables, FL 33134

Pedro Ortiz Vandergrift (CRD# 6790679) is an Investment Advisor Representative working at Campbell Williams, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry.

3
Omar Wahab, financial advisor Coral Gables FL
Omar R. Wahab
CRD#: 6867627
1 Alhambra Plaza, Ph Floor, Coral Gables, FL 33134

Omar Wahab (CRD# 6867627) is an Investment Advisor Representative working at Campbell Williams, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry.

4
Hadley Williams, financial advisor Coral Gables FL
Hadley C. Williams
CRD#: 2860777
1 Alhambra Plaza, Ph Floor, Coral Gables, FL 33134

Hadley Williams (CRD# 2860777) is an Investment Advisor Representative working at Campbell Williams, Inc. in Coral Gables, FL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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