EATON-CAMBRIDGE INC. - Financial Advisor in Arizona, Phoenix

Tel: (480) 385-7399 5090 N. 40th Street Suite 205 Phoenix, Arizona 85018

About EATON-CAMBRIDGE INC.

EATON-CAMBRIDGE INC. is a Phoenix, Arizona based financial advisory firm with nearly $319,886,737 in assets under management and provides investment advisory services for 878 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

116798

Firm SEC#:

801-116885

Assets Under Management:

$319,886,737

No. of Clients:

878

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY MANAGER FEES)

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