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 2193 offices throughout the country.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is a Fairfield, Iowa based Financial Planning firm with nearly $87,368,733,496 assets under management, offering retirement planning & investment advisory services to 448526 clients. The firm is staffed with 3312 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 134139 |
SEC# | 801-63930 |
Assets Managed by Firm | $87,368,733,496 |
No. of Clients | 448526 |
No. of Advisors | 3312 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 448526 | $87,368,733,496 |
Individuals (other than high net worth individuals) | 270166 | $46,161,191,776 |
High net worth individuals | 33273 | $38,541,714,519 |
Pension and profit sharing plans | 933 | $665,148,952 |
Charitable organizations | 3 | $8,153,818 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$377,222,976,882 | 6824 | 1955 | |
$93,913,367,327 | 643 | 645 | |
$88,549,358,554 | 213 | 258 | |
$16,157,423,229 | 212836 | 383 | |
$12,105,712,948 | 54844 | 1349 |
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