CAMBRIDGE FINANCIAL SERVICES

CAMBRIDGE FINANCIAL SERVICES, LLC

CRD 284612

Advisory firmLLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$5.0M

Discretionary AUM

$5.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Partnership

Filing date

2025-05-28

Disciplinary history

Services

Portfolio management (individuals)Educational seminars

Type	Clients	AUM
Individuals	52	$5.0M

Official SEC filing: View on IAPD