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James Nathan Bailey

CAMBRIDGE ASSOCIATES, LLC·BOSTON, Massachusetts
Unclaimed Profile
115 FEDERAL STREET, BOSTON, MA 02110-2112CRD# 10238Firm CRD# 104942
01

About

James Nathan Bailey is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CAMBRIDGE ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAMBRIDGE ASSOCIATES, LLC
CAMBRIDGE ASSOCIATES, LLC
AUM
$282.0B
Regulatory assets under management
Employees
1098
Total firm employees
View all advisors at CAMBRIDGE ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Performance-based fees
Other: PERCENT OF ASSETS INVESTED
Regulatory
SEC/IARD CRD# 10238
Firm CRD# 104942
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Nathan Bailey offer?
James Nathan Bailey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are James Nathan Bailey's credentials?
James Nathan Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Nathan Bailey located?
James Nathan Bailey is based in BOSTON, Massachusetts, working with CAMBRIDGE ASSOCIATES, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does James Nathan Bailey charge for services?
James Nathan Bailey's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees, other: percent of assets invested. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE ASSOCIATES, LLC?
CAMBRIDGE ASSOCIATES, LLC has approximately 1098 employees and manages $282.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMBRIDGE ASSOCIATES, LLC

Francesco Jonathan Goedhuis
BOSTON, MA
Francis J Phillips
BOSTON, MA
John Andrew Macdonald
BOSTON, MA
Pamela J Boone
BOSTON, MA
Scott Berney
BOSTON, MA
Yoav Gottesman
BOSTON, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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