RIA Intel›Advisers›Connecticut›CAMBRIDGE FINANCIAL SERVICES, INC.

CAMBRIDGE FINANCIAL SERVICES, INC.

Advisory

N·GREENWICH, CT

Data as of Mar 11, 2013 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

-83.1%

3-Year CAGR

-20.5%

Employees

6

Assets Under Management

Total AUM$2.7B

Discretionary AUM$320M

Non-Discretionary AUM$2.3B

Discretionary %12%

Total Clients—

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingJan 31, 2001

Latest FilingMar 11, 2013

🔒 Full AUM trend chart and 23 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAMBRIDGE FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.