Overview
Assets Under Management: $315 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
CAMBRIDGE FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112254), CAMBRIDGE FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
CAMBRIDGE FINANCIAL GROUP, INC. is headquartered in COLUMBUS, OH.
CAMBRIDGE FINANCIAL GROUP, INC. serves 45 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, CAMBRIDGE FINANCIAL GROUP, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CAMBRIDGE FINANCIAL GROUP, INC. manages $315 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, CAMBRIDGE FINANCIAL GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 308
Discretionary Accounts: 308
Regulatory Filings
CRD Number: 112254
Filing ID: 1947058
Last Filing Date: 2025-03-04 12:45:00
Website: https://cpgnet.com