RIA Intel›Advisers›New Hampshire›CAMBRIDGE FINANCIAL SERVICES, LLC

CAMBRIDGE FINANCIAL SERVICES, LLC

Advisory

NH

Data as of May 28, 2025 · Source: SEC Form ADV

Average account

$96K

across 52 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed May 28, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

52 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

ROCK SOLID INVESTMENTS LLC

$5M

ALLIED PROFESSIONAL ADVISORS INC.

$5M

GRODMAN FINANCIAL GROUP, LLC

$6M

MEAD CAPITAL MANAGEMENT, LLC

$6M

J ALLEN CAPITAL ADVISORS, LLC

$6M

JOHN ADDISON MERRILL

$4M

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