Cambridge Legacy Advisors, Inc. is a large advisory firm based in Dallas. It manages $130 million of regulatory assets for 1,523 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 32 other states.
Cambridge Legacy Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cambridge Legacy Advisors, Inc. is $130 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% 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 Legacy Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and 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.
Benjamin Herschel Dean has been acting as President since 1 Jul 2012. James Bradley Carroll joined the executive team most recently as the Vice President, Operations.
The principal office where Cambridge Legacy Advisors, Inc. performs its advisory services is located at 15660 N. Dallas Parkway, Dallas, TX 75248, which is also the mailing address of the firm. An additional office of the firm is in Monroe, LA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-267-8181 or by fax 972-267-8180. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.clgsite.com.