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EATON-CAMBRIDGE INC.

5090 N. 40th Street Suite 205
Phoenix, Arizona 85018
Tel: (480) 385-7399

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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 StatusApproved
Firm CRD#116798
SEC#801-116885
Assets Managed by Firm$319,886,737
No. of Clients878
No. of Advisors10

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 ClientsAUM
Firm Total878$319,886,737
Individuals (other than high net worth individuals)124$34,570,186
High net worth individuals127$272,546,227
Pension and profit sharing plans3$5,662,914
Charitable organizations5$3,242,934
Corporations or other businesses8$3,864,476

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