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CAMPBELL NEWMAN ASSET MANAGEMENT INC
CRD 107003 · SEC 801-8825
330 EAST KILBOURN AVENUE, SUITE 1125, MILWAUKEE, WI, 53202, United States
Phone
414-908-6670
Fax
262-243-7200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.44B
Discretionary AUM
$1.44B
Team
9 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; FEES ARE BASED ON UNDERLYING CLIENT ASSETS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)PROVIDE MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1186 | $448.5M |
| High net worth individuals | 236 | $628.9M |
| Pension/profit sharing plans | 22 | $28.5M |
| Charitable organizations | 13 | $44.9M |
| State/municipal entities | 1 | $46.9M |
| Corporations/business entities | 17 | $244.8M |
States served
AZ, CA, CO, GA, IL, MD, MI, MN, NJ, NY, NC, OH, WI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD