Cambridge Equity Advisors Inc is a large advisory firm based in Brentwood. It manages $25 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 12 other states.
Cambridge Equity Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cambridge Equity Advisors Inc is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cambridge Equity Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Eugene Goldston has been acting as President since 1 Aug 1989. Margaret Mary Nuzum joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cambridge Equity Advisors Inc performs its advisory services is located at 5214 Maryland Way, Ste 309, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-371-9002 or by fax 615-371-9001. The normal business hours are 8am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.cambridgeinvestments.com.