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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#134139
SEC#801-63930
Assets Managed by Firm$87,368,733,496
No. of Clients448526
No. of Advisors3312

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Market timing services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total448526$87,368,733,496
Individuals (other than high net worth individuals)270166$46,161,191,776
High net worth individuals33273$38,541,714,519
Pension and profit sharing plans933$665,148,952
Charitable organizations3$8,153,818

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