Cambridge Investment Research, Inc.

Overview

Cambridge Investment Research, Inc. is organized as a corporation and is classified in the data as an independent broker‑dealer. The firm is listed as SEC‑registered in 1995 and ownership is indicated as domestic entity/individual. FINTRX records note that Cambridge Investment Research is not a capital allocator and is not identified as an active ESG investor, multistate adviser, pension consultant, or related adviser. The dataset does not provide detail on specific advisory programs, fee schedules, or product shelf composition. The broker‑dealer classification suggests the firm's primary role is to provide custody, clearing, platform and distribution support to advisors and their clients rather than operating as a discretionary asset manager or pooled‑vehicle sponsor. That positioning typically means revenue and client relationships are advisor‑centric rather than driven by in‑house managed strategies; the provided data does not list proprietary investment offerings or manager allocations.

Assets & Accounts

Location & Offices