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).
-
Total Assets Under Management191MILLION
-
Total Number of Accounts706ACCOUNTS
-
Average Account Value$270,375
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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

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