CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC

CONCORD, Massachusetts·2 registered advisors·CRD# 161423
SEC# 801-73407978-405-3355
01

Firm Overview

AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Other: INCENTIVE COLLATERAL MANAGEMENT FEE
03

Specialties

Retirement PlanningWealth Management
04

Advisors at CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC

2 registered advisors
Allison R Beakley
CONCORD, Massachusetts
Robert Michael Kramer
CONCORD, Massachusetts
05

Office Locations

CONCORD, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC (CRD# 161423) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.