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Building 2CAMBRIDGE EQUITY ADVISORS INC

Map pinBRENTWOOD, TN
Phone615-371-9002
NotebookSEC #801-35332
Total AUM
$25M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5214 MARYLAND WAY, STE 309
BRENTWOOD
TN 37027
United States
Operating Hours
8AM TO 4:30PM
Monday - Friday
Phone
615-371-9002

ReceiptFinancials

Total AUM
$25M
Accounts
212
Discretionary
$25M
Accounts
212
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALCAFLGAILKYLAMSNCNYOHSCTNTXVA

HandshakeAffiliates

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

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