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Building 2CAMBRIDGE FINANCIAL GROUP, LLC

Map pinTUCSON, AZ
Phone520-531-0550
NotebookSEC #801-110472
Total AUM
$645.8M
Employees
10
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6700 N. ORACLE RD.
SUITE 324
TUCSON
AZ 85704
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
520-531-0550

ReceiptFinancials

Total AUM
$645.8M
Accounts
1,383
Discretionary
$645.8M
Accounts
1,383
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$61M
HNW Individual Clients
166
AUM
$584.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF INCOME

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOLAMDNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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