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Building 2CAMPBELL WEALTH MANAGEMENT, INC.

Map pinALEXANDRIA, VA
Phone703-535-5300
NotebookSEC #801-71121
Total AUM
$1B
Employees
31
Clients
700

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 JOHN CARLYLE STREET
SUITE 400
ALEXANDRIA
VA 22314
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
703-535-5300

ReceiptFinancials

Total AUM
$1B
Accounts
1,921
Discretionary
$1B
Accounts
1,921
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
308
AUM
$130.9M
HNW Individual Clients
392
AUM
$874M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
INFORMATIONAL/EDUCATIONAL/MOTIVATIONAL WORKSHOPS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
WORKSHOPS AND SEMINARS

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLGAMDNCNHNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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