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Building 2CAMBRIDGE INVESTMENT RESERARCH, INC.

Map pinFAIRFIELD, IA
Phone641-472-5100
NotebookSEC #801-51411
Total AUM
$1.3B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
56 E. BURLINGTON AVENUE
FAIRFIELD
IA 52556
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
641-472-5100

ReceiptFinancials

Total AUM
$1.3B
Accounts
9,323
Discretionary
$817.6M
Accounts
5,871
Non-Discretionary
$480.7M
Accounts
3,452

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingSecurities Ratings
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF INCOME, PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures
Felony ConvictionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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