Eaton-cambridge Inc.

Eaton-cambridge Inc. (CRD# 116798) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $96,432,239 in 547 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3333 North Hayden Road, Scottsdale, AZ 85251
http://www.eatoncambridge.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $176,293
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
  • Selection of other advisers (including private fund managers)
  • 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, MO, PA, TX

Financial Advisors at Eaton-cambridge Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Marc Giannone, financial advisor Scottsdale AZ
Marc T. Giannone
CRD#: 5781192
3333 North Hayden Road, Scottsdale, AZ 85251
93
Wealthminder
score

Marc Giannone (CRD# 5781192) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Scottsdale, AZ and has over 6 years of experience in the finance industry.

2
Robert Korljan, financial advisor Scottsdale AZ
Robert R. Korljan
CRD#: 2313014
3333 North Hayden Road, Scottsdale, AZ 85251
93
Wealthminder
score

Robert Korljan (CRD# 2313014) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Scottsdale, AZ and has over 24 years of experience in the finance industry.

3
Michael Simone, financial advisor Harleysville PA
Michael T. Simone
CRD#: 6190450
Harleysville, PA
89
Wealthminder
score

Michael Simone (CRD# 6190450) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Harleysville, PA and has over 4 years of experience in the finance industry.

4
Marco Wilkerson, financial advisor Scottsdale AZ
Marco J. Wilkerson
CRD#: 1469877
3333 N Hayden Road, Scottsdale, AZ 85251
81
Wealthminder
score

Marco Wilkerson (CRD# 1469877) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Scottsdale, AZ and has over 31 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.

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