⚲
|
Campbell Newman Asset Management Inc
✚
|
|
---|---|
CRD # | 107003 |
SEC # | 801-8825 |
CIK # | 0000874791 |
AUM | $1.2 BB (2024-03-12) |
Employees | 8 (38% Investors, 0% Brokers) |
Phone | 414-908-6670 |
Address | 330 East Kilbourn Avenue Milwaukee, WI 53202 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 91.1 | |
AAPL | 2,382,844.0 | 80.2 | |
AVGO | 201,282.9 | 60.0 | |
KLAC | 49,261.0 | 56.5 | |
LLY | 301,789.7 | 56.5 | |
ADI | 77,186.0 | 48.7 | |
SYK | 74,798.9 | 39.2 | |
COP | 123,162.3 | 37.1 | |
V | 419,260.5 | 36.0 | |
LOW | 111,668.6 | 34.7 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,019 | 327.0 |
(b) Individuals (high net worth individuals) | 180 | 444.1 |
(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 | 22 | 18.9 |
(h) Charitable organizations | 9 | 27.2 |
(i) State or municipal government entities | 2 | 97.0 |
(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 | 165.9 |
(n) Other | 0 | 0.0 |
Total | 1,249 | 1,080.0 |
By Discretionary | ||
Discretionary | 1,249 | 1,080.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,249 | 1,080.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,080.0 | |
Total | 1,249 | 1,080.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0000874791] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
True Private Wealth Advisors LLC
✚
|
OR | 1.2 |
The Financial Advisory Group LLC
✚
|
TX | 1.2 |
Nilsine Partners LLC
✚
|
CO | 1.2 |
Nevastar Finance Ltd
✚
|
1.2 | |
Euro Pacific Asset Management LLC
✚
|
PR | 1.2 |
Hottinger & Co Limited
✚
|
1.2 | |
Bigsur Wealth Management LLC
✚
|
FL | 1.2 |
Meridian Wealth Advisors LLC
✚
|
TX | 1.2 |
Anderson Financial Partners Inc
✚
|
FL | 1.2 |
PER Stirling Capital Management LLC
✚
|
TX | 1.2 |