Cambridge Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 284612
- Website
- www.cfsinvest.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cambridge Financial Services is organized as a limited liability partnership and is individually owned. The firm operates as a non-independent retail RIA with affiliated broker-dealer activity; its advisors are registered representatives of a broker-dealer. Its client focus is individual and family relationships, and its advisory services center on portfolio management for individuals and small businesses along with educational seminars and workshops. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities50%
- Exchange Traded Equities30%
- Cash & Cash Equivalents20%
Contacts
1 of 1
Robert Cryts
Registered RepresentativeCRD 2194707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations