Campbell Williams

Campbell Williams

Investment Management, 110 Merrick Way, Coral Gables, Florida, 33134, United States, 1-10 Employees

campbellwilliams.com

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phone no Phone Number: +13*********

Who is CAMPBELL WILLIAMS

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 f...

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  • 110 Merrick Way, Coral Gables, Florida, 33134, United States Headquarters: 110 Merrick Way, Coral Gables, Florida, 33134, United States
  • 1995 Date Founded: 1995
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CAMPBELL WILLIAMS

Campbell Williams Org Chart and Mapping

Employees

Pedro Ortiz

Investment Consultant and Financial Operations

Deborah Bejarano

Marketing and Sales Consultant

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Frequently Asked Questions Regarding Campbell Williams

Answer: Campbell Williams's headquarters are located at 110 Merrick Way, Coral Gables, Florida, 33134, United States

Answer: Campbell Williams's phone number is +13*********

Answer: Campbell Williams's official website is https://campbellwilliams.com

Answer: Campbell Williams's revenue is $1 Million to $5 Million

Answer: Campbell Williams's SIC: 6282

Answer: Campbell Williams's NAICS: 523940

Answer: Campbell Williams has 1-10 employees

Answer: Campbell Williams is in Investment Management

Answer: Campbell Williams contact info: Phone number: +13********* Website: https://campbellwilliams.com

Answer: 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.

Answer:

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