We are an Investment Consulting firm, working with high net worth individuals on their long term financial and tax planning. Investment Consulting is the discipline used by many pension funds and institutional investors. We focus on jointly developing an "Investment Strategy" to more effectively diversify across 60 plus available management styles of bonds and stocks (US and international); we do our own independent research on thousands of managers to arrive at a short list of candidates for each management style; we prepare quarterly performance evaluation reports with recommendations for changes and adjustments; and we assist with all decision-making relating to retirement planning, estate planning, and portfolio management.
View Top Employees from Campbell Williams, Inc.| Website | http://campbellwilliams.com/ |
| Revenue | $872000 |
| Employees | 6 (5 on RocketReach) |
| Founded | 1995 |
| Address | 110 Merrick Way Suite 2A, Coral Gables, Florida 33134, US |
| Phone | (305) 441-1450 |
| Fax | (305) 285-7945 |
| Technologies |
JavaScript,
HTML,
PHP
+18 more
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| Industry | Investment Management, Investment Banking, Finance |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Campbell Williams, Inc. Questions
The Campbell Williams, Inc. annual revenue was $872000 in 2024.
Hadley Williams is the President of Campbell Williams, Inc..
5 people are employed at Campbell Williams, Inc..
Campbell Williams, Inc. is based in Coral Gables, Florida.
The NAICS codes for Campbell Williams, Inc. are [52, 52393, 523, 5239].
The SIC codes for Campbell Williams, Inc. are [628, 62].
Top Campbell Williams, Inc. Employees
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