Campbell Private Wealth

Finance · Australia · 11-50 Employees

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Overview

Headquarters

278 George St L 33 Ste 27 264, Sydney, N...

Phone Number

+61 292581075

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
1
1
1
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1

About Campbell Private Wealth

Campbell Private Wealth specializes in personalized investment and wealth management services tailored to individuals, families, foundations, and corporate entities. Their value-based approach focuses on constructing customized investment portfolios that balance risk and capital return while providing reliable income streams. The firm operates on a fee-for-service model, ensuring that clients receive unbiased advice without commissions from financial institutions. Their services include investment portfolio management, estate planning, tax planning, and philanthropy, emphasizing transparency and client-focused strategies.Explore more
Campbell Private Wealth's Social MediaPopular SearchesCampbell Private WealthCampbell Private Wealth Pty LtdCampbell Private Wealth Let'sCampbellprivatewealth ComSIC Code 62,628NAICS Code 52,523Show more

Campbell Private Wealth Org Chart

PhoneEmail
RM
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Investment Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Campbell Private Wealth

<$5M
11-50
Private
-
-
RM
Ryan MetcalfeInvestment Analyst
$17.5M
11-50
Private
-
2011
TM
Tulia MellickHead of Client Services
$8.4M
11-50
Private
-
2002
$5.7M
11-50
Private
-
2010
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
1-10
Private
-
2013
AP
Alastair PriceDirector and Principal
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

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Activity Insights

Campbell Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Campbell Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Campbell Private Wealth.

Campbell Private Wealth Tech Stack

A closer look at the technologies used by Campbell Private Wealth

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Frequently Asked Questions Regarding Campbell Private Wealth

What is Campbell Private Wealth's official website?
Campbell Private Wealth's official website is www.campbellprivatewealth.com.au
What is Campbell Private Wealth's Revenue?
Campbell Private Wealth's revenue is <$5 Million
What is Campbell Private Wealth's SIC code?
Campbell Private Wealth's SIC: 62,628
What is Campbell Private Wealth's NAICS code?
Campbell Private Wealth's NAICS: 52,523
How many employees does Campbell Private Wealth have?
Campbell Private Wealth has 11-50 employees
What industry does Campbell Private Wealth belong to?
Campbell Private Wealth is in the industry of: Finance, Securities Trading
What is Campbell Private Wealth competition?
Campbell Private Wealth top competitors include: GF Securities, Hamilton Wealth Partners, Entrust, FOX Wealth Management
What technology does Campbell Private Wealth use?
Some of the popular technologies that Campbell Private Wealth uses are: PHP, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Campbell Private Wealth?
Campbell Private Wealth contact info: Phone number: +61 292581075 Website: www.campbellprivatewealth.com.au
What does Campbell Private Wealth do?

Campbell Private Wealth specializes in personalized investment and wealth management services tailored to individuals, families, foundations, and corporate entities. Their value-based approach focuses on constructing customized investment portfolios that balance risk and capital return while providing reliable income streams. The firm operates on a... fee-for-service model, ensuring that clients receive unbiased advice without commissions from financial institutions. Their services include investment portfolio management, estate planning, tax planning, and philanthropy, emphasizing transparency and client-focused strategies.Read More

What are Campbell Private Wealth social media links?
Campbell Private Wealth Linkedin page Campbell Private Wealth Facebook page
Is Campbell Private Wealth a public company?
Campbell Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Campbell Private Wealth

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