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Building 2CAMBRIDGE RETIREMENT PARTNERS

Map pin
Phone404-594-4015
NotebookSEC #801-125703
Total AUM
$237M
Employees
2
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
404-594-4015

ReceiptFinancials

Total AUM
$237M
Accounts
51
Discretionary
$9.3M
Accounts
28
Non-Discretionary
$227.7M
Accounts
23

ContactClients

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Individual Clients
6
AUM
$1.9M
HNW Individual Clients
1
AUM
$9.9M
Pension/Profit Sharing Plan Clients
18
AUM
$225.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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