Eaton-cambridge Inc.

Eaton-cambridge Inc. (CRD# 116798) is a financial advisory firm headquartered in Phoenix, AZ. They manage $319,886,737 in 878 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
    320
    MILLION
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $364,336
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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 - 3 of 3 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 13 years of experience in the finance industry.

2
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 31 years of experience in the finance industry.

3
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 4 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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