AdvisorOS Directory
Claim Profile
RK

Robert Michael Kramer

CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC·CONCORD, Massachusetts
Unclaimed Profile
300 BAKER AVENUE, CONCORD, MA 01742CRD# 1276980Firm CRD# 161423
01

About

Robert Michael Kramer is a registered financial advisor based in CONCORD, Massachusetts, affiliated with CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: INCENTIVE COLLATERAL MANAGEMENT FEE
Regulatory
SEC/IARD CRD# 1276980
Firm CRD# 161423
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, Massachusetts or claim this profile if it's yours.

Browse CONCORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Michael Kramer offer?
Robert Michael Kramer specializes in Retirement Planning, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Robert Michael Kramer's credentials?
Robert Michael Kramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Kramer located?
Robert Michael Kramer is based in CONCORD, Massachusetts, working with CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Robert Michael Kramer charge for services?
Robert Michael Kramer's firm is compensated through percentage of aum, other: incentive collateral management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC?
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC has approximately 2 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CONCORD
Byron Ewart Woodman — MONUMENT GROUP WEALTH ADVISORS, LLCTimothy L Dibble — ALTA COMMUNICATIONS, INC.Brian W Mcneill — ALTA COMMUNICATIONS, INC.Lee Christopher Mcgowan — MONUMENT GROUP WEALTH ADVISORS, LLCEileen M Toti — ALTA COMMUNICATIONS, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile