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Building 2CAMBRIDGE FINANCIAL SERVICES GROUP, INC

Map pinGREENWICH, CT
Phone203-869-0033 X301
NotebookSEC #801-68899
Total AUM
$2.2B
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
83 MASON STREET
GREENWICH
CT 06830
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
203-869-0033 X301

ReceiptFinancials

Total AUM
$2.2B
Accounts
3
Discretionary
$0
Accounts
0
Non-Discretionary
$2.2B
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTDCNJNYVA

HandshakeAffiliates

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

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