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CAMBRIDGE RETIREMENT PARTNERS
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TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$211.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 10.8M |
| Non-Discretionary | 200.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 148889 |
| SEC Number | 801-125703 |
| Phone | 404-594-4015 |
| Fax | 877-292-5905 |
| Total Employees | 2 |
Client Count by Type (33 Total)
| Category | Value |
|---|---|
| Pension/Profit Sharing Pl… | 19 |
| Individuals (other than H… | 7 |
| High Net Worth Individual… | 7 |
County data not available for this organization.