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Home > Retirement Planners > illinois > ofallon > CAMBRIDGE CAPITAL MANAGEMENT, LLC
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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