Overview
Assets Under Management: $539 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 104
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,372
Discretionary Accounts: 1,372
Regulatory Filings
CRD Number: 117428
Filing ID: 2001396
Last Filing Date: 2025-07-01 16:44:00
Website: https://cambridgetucson.com