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CAMBRIDGE FINANCIAL GROUP, LLC

CRD 117428 · SEC 801-110472

Visit website

6700 N. ORACLE RD., SUITE 324, TUCSON, AZ, 85704, United States

Phone

520-531-0550

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$645.8M

Discretionary AUM

$645.8M

Team

10 total employees; 4 advisory reps; 2 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees; % OF INCOME

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION

Client types

TypeClientsAUM
Individuals127$61.0M
High net worth individuals166$584.8M

States served

AZ, CA, CO, LA, MD, NY, WA, TX, HI

All web addresses on file

Official SEC filing: View on IAPD