CAMBRIDGE FINANCIAL SERVICES, INC.
Legal name: CAMBRIDGE FINANCIAL SERVICES INC
CRD #105712 SEC #801-29605 GREENWICH, CT 203-869-0033
SEC Registered
Total AUM
$2.7B
Discretionary
$319.6M
Employees
6
Clients
0
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $2.7B | $319.6M | $2.3B | 6 | 11 |
| Nov 2012 | $15.8B | $7.8M | $15.8B | 6 | 11 |
| Apr 2012 | $15.8B | $7.8M | $15.8B | 1 | 11 |
| Mar 2012 | $15.8B | $7.8M | $15.8B | 1 | 11 |
| Jul 2011 | $13.6B | $6.5M | $13.6B | 5 | -- |
| Jun 2011 | $13.6B | $6.5M | $13.6B | 5 | -- |
| Jul 2009 | $6.1B | $6.2M | $6.1B | 5 | -- |
| Mar 2007 | $3.1B | $5.9M | $3B | 10 | -- |
| Mar 2006 | $3.1B | $5.9M | $3B | 10 | -- |
| May 2005 | $2.4B | $6M | $2.4B | 10 | -- |
| Jul 2004 | $1.9B | $6.1M | $1.9B | 10 | -- |
| Jun 2004 | $1.9B | $6.1M | $1.9B | 10 | -- |
| Oct 2003 | $1.6B | $6.1M | $1.6B | 10 | -- |
| Apr 2002 | $930.8K | $6K | $924.8K | 10 | -- |
DateMar 2013
Total AUM$2.7B
Discretionary$319.6M
Non-Disc.$2.3B
Employees6
Clients11
DateNov 2012
Total AUM$15.8B
Discretionary$7.8M
Non-Disc.$15.8B
Employees6
Clients11
DateApr 2012
Total AUM$15.8B
Discretionary$7.8M
Non-Disc.$15.8B
Employees1
Clients11
DateMar 2012
Total AUM$15.8B
Discretionary$7.8M
Non-Disc.$15.8B
Employees1
Clients11
DateJul 2011
Total AUM$13.6B
Discretionary$6.5M
Non-Disc.$13.6B
Employees5
Clients--
DateJun 2011
Total AUM$13.6B
Discretionary$6.5M
Non-Disc.$13.6B
Employees5
Clients--
DateJul 2009
Total AUM$6.1B
Discretionary$6.2M
Non-Disc.$6.1B
Employees5
Clients--
DateMar 2007
Total AUM$3.1B
Discretionary$5.9M
Non-Disc.$3B
Employees10
Clients--
DateMar 2006
Total AUM$3.1B
Discretionary$5.9M
Non-Disc.$3B
Employees10
Clients--
DateMay 2005
Total AUM$2.4B
Discretionary$6M
Non-Disc.$2.4B
Employees10
Clients--
DateJul 2004
Total AUM$1.9B
Discretionary$6.1M
Non-Disc.$1.9B
Employees10
Clients--
DateJun 2004
Total AUM$1.9B
Discretionary$6.1M
Non-Disc.$1.9B
Employees10
Clients--
DateOct 2003
Total AUM$1.6B
Discretionary$6.1M
Non-Disc.$1.6B
Employees10
Clients--
DateApr 2002
Total AUM$930.8K
Discretionary$6K
Non-Disc.$924.8K
Employees10
Clients--