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CAMPBELL NEWMAN ASSET MANAGEMENT INC
MILWAUKEE, WI
414-908-6670
SEC #801-8825Total AUM
$1.4B
Employees
9Clients
1,475Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
330 EAST KILBOURN AVENUE
SUITE 1125
MILWAUKEE
WI 53202
United States
SUITE 1125
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
414-908-6670
Financials
Total AUM
$1.4B
Accounts
1,475Discretionary
$1.4B
Accounts
1,475Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,186AUM
$448.5M
HNW Individual Clients
236AUM
$628.9M
Pension/Profit Sharing Plan Clients
22AUM
$28.5M
Charitable Organization Clients
13AUM
$44.9M
Government Entity Clients
1AUM
$46.9M
Corporation or Business Clients
17AUM
$244.8M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDE MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES ARE BASED ON UNDERLYING CLIENT ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAILMDMIMNNCNJNYOHTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.