Cambridge Connection Inc is a large advisory firm based in Bloomfield Hills. It manages $320.45 million of regulatory assets for 1,847 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Louisiana, and 3 other states.
Cambridge Connection provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cambridge Connection Inc is $320.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cambridge Connection Inc for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bert Whitehead has been acting as President since 1 Jan 1978. Melissa Rose Scenga joined the executive team most recently as the Vice President.
The principal office where Cambridge Connection Inc performs its advisory services is located at 40950 Woodward Ave, Bloomfield Hills, MI 48304, which is also the mailing address of the firm. An additional office of the firm is in Tucson, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-737-7090 or by fax 248-737-8010. The normal business hours are 9 a.m.- 5 p.m. on Monday - Friday. You can find more information about the New York firm at cambridgeconnection.com.