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Building 2CAMBRIDGE FINANCIAL SERVICES INC

Map pinGREENWICH, CT
Phone203-869-0033
NotebookSEC #801-29605
Total AUM
$2.7B
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
83 MASON ST
GREENWICH
CT 06830-5502
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
203-869-0033

ReceiptFinancials

Total AUM
$2.7B
Accounts
20
Discretionary
$319.6M
Accounts
8
Non-Discretionary
$2.3B
Accounts
12

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDCNJNYVA

HandshakeAffiliates

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

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