Cambridge Associates, LLC
Cambridge Associates, LLC (CRD# 104942) is a financial advisory firm headquartered in Boston, MA. They manage $281,965,202,879 in 556 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management281,965MILLION
-
Total Number of Accounts556ACCOUNTS
-
Average Account Value$507,131,660
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Financial Advisors at Cambridge Associates, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.