|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Campbell Newman Asset Management Inc
✚
|
|
|---|---|
| CRD # | 107003 |
| SEC # | 801-8825 |
| CIK # | 0000874791 |
| AUM | $1.3 B (2025-03-03) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 414-908-6670 |
| Address | 330 East Kilbourn Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 89.4 | ||
| Broadcom Inc | 69.4 | ||
| Apple Inc | 69.3 | ||
| KLA Tencor Corp | 54.8 | ||
| Amphenol Corp /DE/ | 44.4 | ||
| VISA Inc | 44.0 | ||
| Mastercard Inc | 43.3 | ||
| Stryker Corp | 40.7 | ||
| Gallagher Arthur J & Co | 38.7 | ||
| Intercontinentalexchange Group Inc | 38.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,127 | 408.3 |
| (b) Individuals (high net worth individuals) | 203 | 529.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 24.7 |
| (h) Charitable organizations | 11 | 36.0 |
| (i) State or municipal government entities | 1 | 40.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 246.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,382 | 1,285.4 |
| By Discretionary | ||
| Discretionary | 1,382 | 1,285.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,382 | 1,285.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,285.4 | |
| Total | 1,382 | 1,285.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000874791] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Investment Services Inc
✚
|
MA | 1.3 |
|
CJM Wealth Advisers Ltd
✚
|
VA | 1.3 |
|
Bigsur Wealth Management LLC
✚
|
FL | 1.3 |
|
Claro Advisors LLC
✚
|
MA | 1.3 |
|
Petersen Hastings Wealth Advisors Inc
✚
|
WA | 1.3 |
|
Meramec Financial Planners LLC
✚
|
MO | 1.3 |
|
Northern Trust Securities Inc
✚
|
IL | 1.3 |
|
TBH Global Asset Management LLC
✚
|
TN | 1.3 |
|
Cumberland Investment Counsel Inc
✚
|
1.3 | |
|
Wealthplan Partners LLC
✚
|
NE | 1.3 |