CAMBRIDGE FINANCIAL GROUP, LLC

TUCSON, Arizona·5 registered advisors·CRD# 117428
SEC# 801-1104720520-531-0550
01

Firm Overview

AUM
$469M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: % OF INCOME
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAMBRIDGE FINANCIAL GROUP, LLC

5 registered advisors
Alicia Gabrielle Klein
TUCSON, Arizona
Bonnie Carole Courtney
TUCSON, Arizona
Brandon Ray Hodgeson
TUCSON, Arizona
Cole Justin Mcclarren
TUCSON, Arizona
Penny Boone Marchand
TUCSON, Arizona
05

Office Locations

TUCSON, Arizona
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CAMBRIDGE FINANCIAL GROUP, LLC (CRD# 117428) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.