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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 Pleasant Plain Rd.
Fairfield, Iowa 52556-8757
Tel: 641-472-5100

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About CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#134139
SEC# 801-63930
Assets Managed by Firm $82,427,818,654
No. of Clients 461370
No. of Advisors 3352

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commision Based
  • Other(SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Market Timing Based
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total461370$82,427,818,654
Individuals (other than high net worth individuals)279864$46,005,225,110
High net worth individuals31200$33,760,059,622
Pension and profit sharing plans1409$726,834,416
Charitable organizations6$5,811,968
Inquire with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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