Eaton-Cambridge Inc.

RIASEC RegisteredEst. 2019

Total AUM

$481M

Discretionary

$481M

100% of AUM

Avg account

$447K

Accounts

1,075

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 116798
Registered since: July 5, 2019
Website: www.eatoncambridge.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI81.63%
Individuals10.61%
Pension & Profit Sharing Plans3.82%
Corporations / Businesses2.41%
Charitable Organizations1.53%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eaton-Cambridge Inc. is an independent, SEC‑registered registered investment adviser that began registration in 2019. The firm is owned by an individual and acts as a capital allocator for both individual/family and institutional clients. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed charges. Eaton‑Cambridge lists accountant as one of its business activities and provides a range of advisory services: financial planning, portfolio management for individuals and small businesses, selection of outside advisers, pension consulting, and educational programming including newsletters and workshops. The firm is not characterized as an active ESG investor.