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Home > Retirement Planners > ohio > columbus > CAMBRIDGE FINANCIAL GROUP, INC.
CAMBRIDGE FINANCIAL GROUP, INC.
4100 Horizons Drive, Suite 101
Columbus, Ohio 43220
Tel: 614-457-1530
About CAMBRIDGE FINANCIAL GROUP, INC.
CAMBRIDGE FINANCIAL GROUP, INC, formally registered with the SEC as CAMBRIDGE FINANCIAL GROUP, INC. The firm was established in 03/14/1986. They have over 1 offices throughout the country.
CAMBRIDGE FINANCIAL GROUP, INC. is a Columbus, Ohio based Financial Planning firm with nearly $315,164,434 assets under management, offering retirement planning & investment advisory services to 308 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112254 |
| SEC# | 801-26539 |
| Assets Managed by Firm | $315,164,434 |
| No. of Clients | 308 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 308 | $315,164,434 |
| Individuals (other than high net worth individuals) | 252 | $118,192,371 |
| High net worth individuals | 45 | $126,880,995 |
| Pension and profit sharing plans | 4 | $17,959,046 |
| Charitable organizations | 5 | $12,118,006 |
| Corporations or other businesses | 2 | $40,014,016 |
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