115 Federal Street
Boston, Massachusetts 02110-2112
Tel: 617-457-7500
CAMBRIDGE ASSOCIATES, LLC, formally registered with the SEC as CAMBRIDGE ASSOCIATES, LLC. The firm was established in 12/14/1978. They have over 5 offices throughout the country.
CAMBRIDGE ASSOCIATES, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $276,031,240,533 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 1154 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104942 |
SEC# | 801-14255 |
Assets Managed by Firm | $276,031,240,533 |
No. of Clients | 586 |
No. of Advisors | 1154 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 586 | $276,031,240,533 |
High net worth individuals | 206 | $69,067,587,053 |
Pension and profit sharing plans | 30 | $35,606,501,251 |
Charitable organizations | 312 | $159,074,014,500 |
Corporations or other businesses | Fewer than 5 clients | $511,012,526 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,148,421,739,247 | 23333 | 1108 | |
$1,204,691,064,459 | 1338 | 2139 | |
$841,529,842,790 | 247 | 250 | |
$803,470,618,544 | 174 | 156 | |
$659,550,224,982 | 1712300 | 219 |
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