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EATON-CAMBRIDGE INC.
CRD 116798 · SEC 801-116885
5090 N. 40TH STREET SUITE 205, PHOENIX, AZ, 85018, United States
Phone
(480) 385-7399
Fax
(480) 522-3837
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$480.7M
Discretionary AUM
$480.7M
Team
11 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY MANAGER FEES
Org form
Corporation
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $51.0M |
| High net worth individuals | 143 | $392.4M |
| Pension/profit sharing plans | 2 | $18.4M |
| Charitable organizations | 5 | $7.4M |
| Corporations/business entities | 19 | $11.6M |
States served
AZ, CA, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD