Overview
Assets Under Management: $539 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 104
Average Client Assets: $4 million
Frequently Asked Questions
CAMBRIDGE FINANCIAL GROUP, LLC 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 #117428), CAMBRIDGE FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
CAMBRIDGE FINANCIAL GROUP, LLC is headquartered in TUCSON, AZ.
CAMBRIDGE FINANCIAL GROUP, LLC serves 104 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, CAMBRIDGE FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAMBRIDGE FINANCIAL GROUP, LLC manages $539 million in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, CAMBRIDGE FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
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