1776 Pleasant Plain Rd.
Fairfield, Iowa 52556-8757
Tel: 641-472-5100
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC, formally registered with the SEC as CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. The firm was established in 02/03/2005. They have over 2024 offices throughout the country.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is a Fairfield, Iowa based Financial Planning firm with nearly $82,427,818,654 assets under management, offering retirement planning & investment advisory services to 461370 clients. The firm is staffed with 3352 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 134139 |
SEC# | 801-63930 |
Assets Managed by Firm | $82,427,818,654 |
No. of Clients | 461370 |
No. of Advisors | 3352 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 461370 | $82,427,818,654 |
Individuals (other than high net worth individuals) | 279864 | $46,005,225,110 |
High net worth individuals | 31200 | $33,760,059,622 |
Pension and profit sharing plans | 1409 | $726,834,416 |
Charitable organizations | 6 | $5,811,968 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$93,670,595,774 | 1522 | 484 | |
$87,349,594,698 | 210 | 289 | |
$9,416,854,861 | 46075 | 1430 | |
$6,512,036,820 | 7 | 15 |
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