Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Campbell Newman Pottinger & Associates Inc
SEC CIK
IRS number
391165806
SEC advisor number
801-8825
FINRA CRD number
107003
AUM ?
$1.08 bn
(as of 22 Jun 23)
Accounts
1,249
(as of 22 Jun 23)
Employees
8
(4 investment advisory or research)
Address
Campbell Newman Asset Management
330 E. KILBOURN AVENUE #1125
MILWAUKEE
WI 53202
330 E. KILBOURN AVENUE #1125
MILWAUKEE
WI 53202
Office hours
Monday - Friday, 8:00 A.M.-5:00 P.M.
Phone
414-908-6670
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Brown, Mary, Campbell | Director and President | 05/2003 | 50-75% |
| Bolgert, Thomas, Henry | Vice President | 04/2002 | 5-10% |
| Milaitis, Rimas, Michael | Director of Research | 05/2008 | 10-25% |
| Harrison, Robin, Joy | Chief Compliance Officer | 02/2010 | < 5% |
| Bonnell, John, Charles | Director of Business Development | 07/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Jan 25
13F-HR
Quarterly holdings report by institutional manager
15 Oct 24
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22