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CAMPBELL WEALTH MANAGEMENT, INC.
Tel: 703-535-5300
330 John Carlyle Street Suite 400
Alexandria, Virginia 22314
CAMPBELL WEALTH MANAGEMENT, INC.
CAMPBELL WEALTH MANAGEMENT, INC. is a Alexandria, Virginia based financial advisory firm with nearly $1,004,912,030 in assets under management and provides investment advisory services for 1921 clients. There are currently 31 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (INFORMATIONAL/EDUCATIONAL/MOTIVATIONAL WORKSHOPS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (WORKSHOPS AND SEMINAR
Firm CRD#:
152956
SEC#:
801-71121
No. of Clients:
1921
Assets under Management
$1,004,912,030
No. of Advisors:
31
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