Investment adviser · CRD 146308

CAMBRIDGE FINANCIAL SERVICES GROUP, INC

Investment adviser filing (IA)

GREENWICH, CT, United States · Form ADV filed Apr 19, 2012

Regulatory AUM
$2.16B
Form ADV · Item 5.F
Client accounts
3
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: Apr 19, 2012. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

83 MASON STREET
GREENWICH, CT, 06830, United States

CRD 146308

Filing source

Form ADV 641785 · Apr 19, 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.