Overview
Assets Under Management: $320 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 146
Average Client Assets: $2 million
Frequently Asked Questions
EATON-CAMBRIDGE 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 #116798), EATON-CAMBRIDGE INC. is subject to fiduciary duty under federal law.
EATON-CAMBRIDGE INC. is headquartered in PHOENIX, AZ.
EATON-CAMBRIDGE INC. serves 146 high-net-worth clients according to their SEC filing dated October 16, 2024. View client details ↓
According to their SEC Form ADV, EATON-CAMBRIDGE INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
EATON-CAMBRIDGE INC. manages $320 million in client assets according to their SEC filing dated October 16, 2024.
According to their SEC Form ADV, EATON-CAMBRIDGE INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 878
Discretionary Accounts: 878
Regulatory Filings
CRD Number: 116798
Last Filing Date: 2024-10-16 00:00:00
Website: https://eatoncambridge.com