Investment adviser · CRD 105712

CAMBRIDGE FINANCIAL SERVICES INC

Investment adviser filing (IA)

CAMBRIDGE FINANCIAL SERVICES, INC.

GREENWICH, CT, United States · Form ADV filed Mar 11, 2013

Regulatory AUM
$2.66B
Form ADV · Item 5.F
Client accounts
20
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

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: Mar 11, 2013. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

83 MASON ST
GREENWICH, CT, 06830-5502, United States

CRD 105712

Filing source

Form ADV 710543 · Mar 11, 2013 · 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.