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Home > Retirement Planners > arizona > tucson > CAMBRIDGE FINANCIAL GROUP, LLC
CAMBRIDGE FINANCIAL GROUP, LLC
6700 N. Oracle Rd.
Suite 324
Tucson, Arizona 85704
Tel: 520-531-0550
About CAMBRIDGE FINANCIAL GROUP, LLC
CAMBRIDGE FINANCIAL GROUP, LLC, formally registered with the SEC as CAMBRIDGE FINANCIAL GROUP, LLC. The firm was established in 04/24/2017. They have over 1 offices throughout the country.
CAMBRIDGE FINANCIAL GROUP, LLC is a Tucson, Arizona based Financial Planning firm with nearly $538,870,193 assets under management, offering retirement planning & investment advisory services to 1372 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117428 |
| SEC# | 801-110472 |
| Assets Managed by Firm | $538,870,193 |
| No. of Clients | 1372 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (% OF INCOME)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PREPARATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1372 | $538,870,193 |
| Individuals (other than high net worth individuals) | 177 | $138,840,374 |
| High net worth individuals | 104 | $400,029,819 |
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