5090 N. 40th Street Suite 205
Phoenix, Arizona 85018
Tel: (480) 385-7399
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
$6,370,551,613 | 20 | 105 | |
$6,072,332,268 | 87 | 17 |
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