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Building 2CAMBRIDGE RETIREMENT ADVISORS

Map pinFAIRFIELD, IA
Phone641-472-5100
NotebookSEC #801-62675
Total AUM
$23.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1776 PLEASANT PLAIN RD.
FAIRFIELD
IA 52556-8757
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
641-472-5100

ReceiptFinancials

Total AUM
$23.2M
Accounts
147
Discretionary
$18M
Accounts
114
Non-Discretionary
$5.2M
Accounts
33

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOFLGAIAIDINKYMDMIMONCNENJNVNYORPATXUTVAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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