Campbell Keller Asset Management Corporation is an investment adviser to a business development company based in Dallas. It manages $6.6 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.
Campbell Keller Asset Management Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, security ratings or pricing services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Campbell Keller Asset Management Corporation is $6.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Campbell Keller Asset Management Corporation for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Harrison Keller has been acting as President since 1 Mar 2010. Allen Frederick Campbell joined the executive team most recently as the Chief Compliance Officer And Chief Executive Officer.
The principal office where Campbell Keller Asset Management Corporation performs its advisory services is located at 2200 Ross Ave, Dallas, TX 75201 2708, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-818-0920 or by fax 214-818-0924. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.campbellkeller.com.