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Home > Retirement Planners > arizona > phoenix > EATON-CAMBRIDGE INC.
EATON-CAMBRIDGE INC.
5090 N. 40th Street Suite 205
Phoenix, Arizona 85018
Tel: (480) 385-7399
About EATON-CAMBRIDGE INC.
EATON-CAMBRIDGE INC, formally registered with the SEC as EATON-CAMBRIDGE INC. The firm was established in 07/05/2019. They have over 1 offices throughout the country.
EATON-CAMBRIDGE INC. is a Phoenix, Arizona based Financial Planning firm with nearly $319,886,737 assets under management, offering retirement planning & investment advisory services to 878 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116798 |
| SEC# | 801-116885 |
| Assets Managed by Firm | $319,886,737 |
| No. of Clients | 878 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD PARTY MANAGER FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 878 | $319,886,737 |
| Individuals (other than high net worth individuals) | 124 | $34,570,186 |
| High net worth individuals | 127 | $272,546,227 |
| Pension and profit sharing plans | 3 | $5,662,914 |
| Charitable organizations | 5 | $3,242,934 |
| Corporations or other businesses | 8 | $3,864,476 |
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