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Bert Whitehead

CAMBRIDGE CONNECTION INC·BLOOMFIELD HILLS, Michigan
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40950 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 2545832Firm CRD# 112086
01

About

Bert Whitehead is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with CAMBRIDGE CONNECTION INC. 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 CONNECTION INC
CAMBRIDGE CONNECTION INC
AUM
$320M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CAMBRIDGE CONNECTION INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 2545832
Firm CRD# 112086
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bert Whitehead offer?
Bert Whitehead specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Bert Whitehead's credentials?
Bert Whitehead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bert Whitehead located?
Bert Whitehead is based in BLOOMFIELD HILLS, Michigan, working with CAMBRIDGE CONNECTION INC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Bert Whitehead charge for services?
Bert Whitehead's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE CONNECTION INC?
CAMBRIDGE CONNECTION INC has approximately 8 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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