CAMBRIDGE FINANCIAL SERVICES, LTD
Legal name: CAMBRIDGE ADVISORS
CRD #111889 SEC #801-30978 RICHMOND, VA 804-330-5600
SEC Registered
Total AUM
$45M
Discretionary
$45M
Employees
1
Clients
1
Accounts
180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $45M | $45M | $0 | 1 | 26 |
| Jun 2012 | $45M | $45M | $0 | 1 | 26 |
| Jun 2012 | $45M | $45M | $0 | 1 | 26 |
| Apr 2012 | $45M | $45M | $0 | 1 | 26 |
| Apr 2012 | $45M | $45M | $0 | 1 | 26 |
| Mar 2012 | $45M | $45M | $0 | 1 | 26 |
| Mar 2012 | $45M | $45M | $0 | 1 | 26 |
| Mar 2012 | $45M | $45M | $0 | 1 | 26 |
| Feb 2012 | $45M | $45M | $0 | 1 | 26 |
| May 2011 | $51.3M | $51.3M | $0 | 5 | -- |
| Mar 2011 | $51.3M | $51.3M | $0 | 5 | -- |
| Mar 2011 | $51.3M | $51.3M | $0 | 5 | -- |
| Mar 2010 | $53.8M | $51.5M | $2.3M | 5 | -- |
| Apr 2009 | $41.5M | $40.2M | $1.4M | 5 | -- |
| Feb 2009 | $41.5M | $40.2M | $1.4M | 5 | -- |
| Jan 2008 | $62.2M | $61.3M | $896K | 5 | -- |
| Jan 2007 | $55.7M | $55.7M | $0 | 5 | -- |
| Mar 2006 | $52.3M | $50.7M | $1.5M | 5 | -- |
| Jul 2004 | $42.2M | $41M | $1.2M | 5 | -- |
| Apr 2002 | $37.1M | $34.4M | $2.7M | 5 | -- |
DateJul 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$53.8M
Discretionary$51.5M
Non-Disc.$2.3M
Employees5
Clients--
DateApr 2009
Total AUM$41.5M
Discretionary$40.2M
Non-Disc.$1.4M
Employees5
Clients--
DateFeb 2009
Total AUM$41.5M
Discretionary$40.2M
Non-Disc.$1.4M
Employees5
Clients--
DateJan 2008
Total AUM$62.2M
Discretionary$61.3M
Non-Disc.$896K
Employees5
Clients--
DateJan 2007
Total AUM$55.7M
Discretionary$55.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$52.3M
Discretionary$50.7M
Non-Disc.$1.5M
Employees5
Clients--
DateJul 2004
Total AUM$42.2M
Discretionary$41M
Non-Disc.$1.2M
Employees5
Clients--
DateApr 2002
Total AUM$37.1M
Discretionary$34.4M
Non-Disc.$2.7M
Employees5
Clients--