CAMBRIDGE FINANCIAL SERVICES

CAMBRIDGE FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 284612). Regulatory assets under management: $5.0M.

Registration

• CRD: 284612
• Type: Registered investment adviser
• Phone: 978-256-1820
• Latest filing: 2025-05-28
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284612 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search