Investment adviser · CRD 111889

CAMBRIDGE ADVISORS

Investment adviser filing (IA)

CAMBRIDGE FINANCIAL SERVICES, LTD

RICHMOND, VA, United States · Form ADV filed Jul 10, 2012

Regulatory AUM
$45M
Form ADV · Item 5.F
Client accounts
180
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

808 MOOREFIELD PARK DRIVE, SUITE 118
RICHMOND, VA, 23236, United States

CRD 111889

Filing source

Form ADV 658724 · Jul 10, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.