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Building 2EATON-CAMBRIDGE INC.

Map pinPHOENIX, AZ
Phone(480) 385-7399
NotebookSEC #801-116885
Total AUM
$480.7M
Employees
11
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5090 N. 40TH STREET SUITE 205
PHOENIX
AZ 85018
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
(480) 385-7399

ReceiptFinancials

Total AUM
$480.7M
Accounts
1,075
Discretionary
$480.7M
Accounts
1,075
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$51M
HNW Individual Clients
143
AUM
$392.4M
Pension/Profit Sharing Plan Clients
2
AUM
$18.4M
Charitable Organization Clients
5
AUM
$7.4M
Corporation or Business Clients
19
AUM
$11.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANCNYTX

HandshakeAffiliates

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

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