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Building 2CAMPBELL ASSET MANAGEMENT, LLC

Map pinCHATTANOOGA, TN
Phone423-265-7931
NotebookSEC #801-107560
Total AUM
$146M
Employees
4
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 FOREST AVENUE
CHATTANOOGA
TN 37405-3922
United States
Operating Hours
M-TH 8:30 AM - 5:00 PM, F 8:30 AM - 4:00 PM
Monday - Friday
Phone
423-265-7931

ReceiptFinancials

Total AUM
$146M
Accounts
416
Discretionary
$145M
Accounts
412
Non-Discretionary
$1.1M
Accounts
4

ContactClients

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Individual Clients
116
AUM
$29.3M
HNW Individual Clients
52
AUM
$110M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$4.9M
Corporation or Business Clients
1
AUM
$95.9K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAMSNCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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