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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEHLER, DREW, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBERTS, CHARLES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRKOVIC, WILSON, DUKE | I | PRESIDENT | E | Control |
| GRKOVIC, WILSON, DUKE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GRKOVIC, WILSON, DUKE | I | PRESIDENT | E | Control |
| GRKOVIC, WILSON, DUKE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GRKOVIC, WILSON, DUKE | I | PRESIDENT | E | Control |
| GRKOVIC, WILSON, DUKE | I | PRESIDENT | E | Control |
| GRKOVIC, WILSON, DUKE | I | PRESIDENT | E | Control |
| GRKOVIC, WILSON, DUKE | I | PRESIDENT | E | Control |
| GRKOVIC, WILSON, DUKE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GRKOVIC, WILSON, DUKE | I | PRESIDENT | E | Control |
| GRKOVIC, WILSON, DUKE | I | PRESIDENT | E | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| GRKOVIC, WILSON, DUKE | I | CHAIRMAN, PRESIDENT | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| ROBERTS, CHARLES, RICHARD | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| SMELLEY, CRAIG, ALLEN | I | 05% SHAREHOLDER | A |
Registrations
Federal
IA
Jul 10, 2012 REGISTERED
Notice Filings (4)
FL PA TX VA
Address
808 MOOREFIELD PARK DRIVESUITE 118
RICHMOND, VA 23236
United States
Phone: 804-330-5600