Campbell Wealth Management

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
Campbell Wealth Management is a Wealth Management Firm based in Alexandria, Virginia. Established in the year 2003, is a Registered Investment Advisor that does retirement planning for people over the age of 55. They develop financial plans that address cash flow, risk management, investments, tax, retirement, and estate planning. With the permission of their clients, they also work directly with their estate attorney, tax professional, insurance broker, etc. The assets are managed by its executive management team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
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  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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