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Nathaniel William Klitzing

CAMBRIDGE CAPITAL MANAGEMENT, LLC·O'FALLON, Illinois
Series 7, Series 31, Series 63, Series 66Clean record20 years registeredCAMBRIDGE CAPITAL MANAGEMENT, LLC
781 SUNSET BLVD, O'FALLON, IL 62269CRD# 4658345Firm CRD# 110932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathaniel William Klitzing · O'FALLON, IL
Registration
CRD #4658345 · CAMBRIDGE CAPITAL MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE CAPITAL MANAGEMENT, LLC
Aug 2008 – present
MORGAN KEEGAN & COMPANY, INC.
Jul 2006 – Aug 2008
FAIRVIEW HEIGHTS, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 66
Registration record
First registered · July 6, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMBRIDGE CAPITAL MANAGEMENT, LLC
CRD 110932 · SEC 801-80162
AUM
$325M
Regulatory assets under management
Employees
5
932 client accounts
Services offered by CAMBRIDGE CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAMBRIDGE CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Nathaniel William Klitzing offer?
Nathaniel William Klitzing specializes in Financial Planning, Investment Management. Contact their office in O'FALLON, Illinois for a consultation.
What are Nathaniel William Klitzing's credentials?
Nathaniel William Klitzing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathaniel William Klitzing located?
Nathaniel William Klitzing is based in O'FALLON, Illinois, working with CAMBRIDGE CAPITAL MANAGEMENT, LLC. Their office serves clients in the O'FALLON metropolitan area and surrounding communities.
How does Nathaniel William Klitzing charge for services?
Nathaniel William Klitzing's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE CAPITAL MANAGEMENT, LLC?
CAMBRIDGE CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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O'FALLON, IL

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