CAMBRIDGE CAPITAL MANAGEMENT, LLC

781 Sunset Blvd
Suite 100
O'fallon, Illinois 62269
Tel: 618-206-3262

About CAMBRIDGE CAPITAL MANAGEMENT, LLC

CAMBRIDGE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CAMBRIDGE CAPITAL MANAGEMENT, LLC. The firm was established in 08/25/2014. They have over 2 offices throughout the country.

CAMBRIDGE CAPITAL MANAGEMENT, LLC is a O'fallon, Illinois based Financial Planning firm with nearly $385,162,277 assets under management, offering retirement planning & investment advisory services to 964 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110932
SEC#	801-80162
Assets Managed by Firm	$385,162,277
No. of Clients	964
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	964	$385,162,277
Individuals (other than high net worth individuals)	245	$78,523,807
High net worth individuals	96	$282,836,802
Pension and profit sharing plans	4	$19,926,034
Charitable organizations	3	$3,875,634

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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