Campbell Williams

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

110 Merrick Way Ste 2A, Coral Gables, Fl...

Phone Number

(305) 441-1450

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Campbell Williams

CWI - Campbell Williams, Inc. is an independent investment consulting firm based in Coral Gables, Florida, specializing in wealth management for individuals rather than just institutional investors. The firm employs a disciplined investment process that focuses on strategic analysis and long-term investment methods, aiming to provide personalized advisory services. Their clientele includes high net worth individuals, small business owners, and international clients, among others. CWI prides itself on transparency, education, and a rigorous review process to ensure optimal investment outcomes for their clients.Explore more
Campbell Williams's Social MediaPopular SearchesCampbell Williams IncCampbell WilliamsSIC Code 62,628NAICS Code 52,523Show more

Campbell Williams Org Chart

PhoneEmail
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Chief Marketing Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Campbell Williams

<$5M
1-10
Private
-
1995
DB
Deborah BejaranoChief Marketing Officer
<$5M
11-50
Private
<$5M
2007
CA
Carlos AsilisChief Information Officer
<$5M
1-10
Private
-
2020
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
1996
DC
Dana CrosbyWealth Advisor
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Campbell Williams Tech Stack

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Frequently Asked Questions Regarding Campbell Williams

What is Campbell Williams's official website?
Campbell Williams's official website is www.campbellwilliams.com
What is Campbell Williams's Revenue?
Campbell Williams's revenue is <$5 Million
What is Campbell Williams's SIC code?
Campbell Williams's SIC: 62,628
What is Campbell Williams's NAICS code?
Campbell Williams's NAICS: 52,523
How many employees does Campbell Williams have?
Campbell Williams has 1-10 employees
What industry does Campbell Williams belong to?
Campbell Williams is in the industry of: Finance, Securities Trading
What is Campbell Williams competition?
Campbell Williams top competitors include: CoastEdge Partners, Glovista Investments, J Safra Asset Management, Journey Capital Advisers
What technology does Campbell Williams use?
Some of the popular technologies that Campbell Williams uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact Campbell Williams?
Campbell Williams contact info: Phone number: (305) 441-1450 Website: www.campbellwilliams.com
What does Campbell Williams do?

CWI - Campbell Williams, Inc. is an independent investment consulting firm based in Coral Gables, Florida, specializing in wealth management for individuals rather than just institutional investors. The firm employs a disciplined investment process that focuses on strategic analysis and long-term investment methods, aiming to provide personalized a... dvisory services. Their clientele includes high net worth individuals, small business owners, and international clients, among others. CWI prides itself on transparency, education, and a rigorous review process to ensure optimal investment outcomes for their clients.Read More

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

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