Campbell Newman Asset Management is an investment advisor in Milwaukee with $1.08 bn assets under management.
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 ?
$1.23 bn
(as of 12 Mar 24)
Accounts
1,319
(as of 12 Mar 24)
Employees
8
(3 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
Phone
414-908-6670
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
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
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22