Eaton-cambridge Inc.

Eaton-cambridge Inc. (CRD# 116798) is a financial advisory firm headquartered in Phoenix, AZ. They manage $190,884,696 in 706 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
5090 N. 40th Street Suite 205, Phoenix, AZ 85018
http://www.eatoncambridge.com
By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    706
    ACCOUNTS
  • Average Account Value
    $270,375
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MI, MO, TX

Financial Advisors at Eaton-cambridge Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Marc Giannone, financial advisor Phoenix AZ
Marc T. Giannone
CRD#: 5781192
5090 N. 40th Street Suite 205, Phoenix, AZ 85018

Marc Giannone (CRD# 5781192) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry. Marc Giannone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory Goodhand, financial advisor Phoenix AZ
Gregory D. Goodhand
CRD#: 6194646
5090 N. 40th Street Suite 205, Phoenix, AZ 85018

Gregory Goodhand (CRD# 6194646) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.

3
Robert Korljan, financial advisor Phoenix AZ
Robert R. Korljan
CRD#: 2313014
5080 N 40th Street, Suite 455, Phoenix, AZ 85018

Robert Korljan (CRD# 2313014) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Phoenix, AZ and has over 29 years of experience in the finance industry.

4
Nathan Bergstrom, financial advisor Phoenix AZ
Nathan Bergstrom
CRD#: 7078649
5090 N. 40th Street Suite 205, Phoenix, AZ 85018

Nathan Bergstrom (CRD# 7078649) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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