EATON-CAMBRIDGE INC.

5090 N. 40th Street Suite 205
Phoenix, Arizona 85018
Tel: (480) 385-7399

About EATON-CAMBRIDGE INC.

EATON-CAMBRIDGE INC, formally registered with the SEC as EATON-CAMBRIDGE INC. The firm was established in 07/05/2019. They have over 1 offices throughout the country.

EATON-CAMBRIDGE INC. is a Phoenix, Arizona based Financial Planning firm with nearly $319,886,737 assets under management, offering retirement planning & investment advisory services to 878 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116798
SEC#	801-116885
Assets Managed by Firm	$319,886,737
No. of Clients	878
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY MANAGER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	878	$319,886,737
Individuals (other than high net worth individuals)	124	$34,570,186
High net worth individuals	127	$272,546,227
Pension and profit sharing plans	3	$5,662,914
Charitable organizations	5	$3,242,934
Corporations or other businesses	8	$3,864,476

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