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Building 2CAMBRIDGE WEALTH MANAGEMENT, INC.

Map pinPHOENIX, AZ
Phone602-277-0611
NotebookSEC #801-70034
Total AUM
$51.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5080 N. 40TH STREET
SUITE 455
PHOENIX
AZ 85018
United States
Operating Hours
9:00 AM TO 5 PM
Monday - Friday
Phone
602-277-0611

ReceiptFinancials

Total AUM
$51.8M
Accounts
434
Discretionary
$51.8M
Accounts
434
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH A THIRD PARTY MANAGER

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMO

HandshakeAffiliates

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

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