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Building 2A.G. CAMPBELL ADVISORY, LLC

Map pinBALTIMORE, MD
Phone410-779-1239
NotebookSEC #801-80616
Total AUM
$403.9M
Employees
5
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
190 W. OSTEND STREET
SUITE 200
BALTIMORE
MD 21230
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
410-779-1239
Other Offices
2

ReceiptFinancials

Total AUM
$403.9M
Accounts
217
Discretionary
$283.9M
Accounts
188
Non-Discretionary
$120M
Accounts
29

ContactClients

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Individual Clients
32
AUM
$12M
HNW Individual Clients
29
AUM
$272.4M
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Corporation or Business Clients
5
AUM
$114.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYMDTNVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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