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Building 2CAMBRIDGE CAPITAL MANAGEMENT, LLC

Map pinO'FALLON, IL
Phone618-206-3262
NotebookSEC #801-80162
Total AUM
$457.8M
Employees
5
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
781 SUNSET BLVD
SUITE 100
O'FALLON
IL 62269
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
618-206-3262
Other Offices
1

ReceiptFinancials

Total AUM
$457.8M
Accounts
984
Discretionary
$421.8M
Accounts
961
Non-Discretionary
$36M
Accounts
23

ContactClients

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Individual Clients
227
AUM
$76.3M
HNW Individual Clients
112
AUM
$353M
Pension/Profit Sharing Plan Clients
4
AUM
$24.4M
Charitable Organization Clients
3
AUM
$4.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMOTX

HandshakeAffiliates

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

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