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Nelson, Van Denburg & Campbell Wealth Management

Nelson, Van Denburg & Campbell Wealth Management is an investment advisor in Omaha with $1.67B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
264010495
SEC advisor number
801-69773
FINRA CRD number
148674
AUM ?
$1.67B (as of 11 Oct 21)
Accounts
1,581 (as of 11 Oct 21)
Employees
39 (39 investment advisory or research)
Address
Nelson, Van Denburg & Campbell Wealth Management
14301 FIRST NATIONAL BANK PARKWAY
#110
OMAHA
NE 68154
Phone
402-218-4064

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 901 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
$206.79M 1.03M
$134.22M 900.84K
$115.13M 1.71M
$50.01M 180.2K
$44M 808.86K
$40.39M 236.92K
$35.32M 704.24K
Vanguard Ftse Developed Markets Etf
$24.25M 481.93K
$23.53M 1M
$19.12M 135.12K
$18.99M 436.77K
$16.98M 202.83K
$13.33M 158.33K
$13.06M 141.5K
Vanguard Total International Bond Etf
$11.67M 204.92K
$11.45M 40.61K
$9.91M 3.71K
Vanguard Total International Stock Etf
$9.84M 155.6K
$9.6M 2.92K
$8.33M 87.79K
$7.98M 22.29K
$7.81M 39.82K
$7.59M 22.38K
Dimensional Emerging Core Equity Market Etf
$6.6M 209.89K
$6.38M 160.9K
$6.2M 39.65K
Vanguard S&P Mid-cap 400 Value Etf
$5.88M 38.65K
$5.37M 25.91K
Vanguard Ftse All-world Ex-us Small-cap Index Fund
$5.29M 96.84K
$5.2M 32.98K
$5.15M 30.44K
$5.13M 120.78K
$5.07M 30.96K
$5.05M 57.93K
$4.94M 14.21K
$4.91M 14.96K
$4.66M 11.93K
$4.61M 20.96K
$4.15M 25.72K
$4.08M 13.4K
$3.82M 18.02K
$3.72M 44.9K
$3.67M 13.52K
$3.57M 33.07K
$3.54M 9.36K
$3.44M 4.1K
$3.42M 23.56K
$3.29M 19.61K
$3.25M 80.36K
$3.06M 15.32K
Holdings list only includes long positions. Only includes long positions.

Calendar

8 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings