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Penny Boone Marchand

CAMBRIDGE FINANCIAL GROUP, LLC·TUCSON, Arizona
Unclaimed Profile
6700 N. ORACLE RD., TUCSON, AZ 85704CRD# 2536224Firm CRD# 117428
01

About

Penny Boone Marchand is a registered financial advisor based in TUCSON, Arizona, affiliated with CAMBRIDGE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAMBRIDGE FINANCIAL GROUP, LLC
CAMBRIDGE FINANCIAL GROUP, LLC
AUM
$469M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CAMBRIDGE FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF INCOME
Regulatory
SEC/IARD CRD# 2536224
Firm CRD# 117428
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Penny Boone Marchand offer?
Penny Boone Marchand specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Penny Boone Marchand's credentials?
Penny Boone Marchand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Penny Boone Marchand located?
Penny Boone Marchand is based in TUCSON, Arizona, working with CAMBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Penny Boone Marchand charge for services?
Penny Boone Marchand's firm is compensated through percentage of aum, subscription fees, other: % of income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE FINANCIAL GROUP, LLC?
CAMBRIDGE FINANCIAL GROUP, LLC has approximately 9 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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