1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAMBRIDGE FINANCIAL GROUP, INC.

Map pinCOLUMBUS, OH
Phone614-457-1530
NotebookSEC #801-26539
Total AUM
$331.3M
Employees
6
Clients
318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4100 HORIZONS DRIVE, SUITE 209
COLUMBUS
OH 43220
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
614-457-1530

ReceiptFinancials

Total AUM
$331.3M
Accounts
318
Discretionary
$331.3M
Accounts
318
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
241
AUM
$109.3M
HNW Individual Clients
65
AUM
$141.3M
Pension/Profit Sharing Plan Clients
7
AUM
$65.8M
Charitable Organization Clients
5
AUM
$14.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIDILINMAMDMIMNMOMTNCNENJNMNVNYOHOKPARITNTXUTVAVTWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account