EATON-CAMBRIDGE INC.
CRD #116798 SEC #801-116885 PHOENIX, AZ (480) 385-7399
SEC Registered
Total AUM
$392.2M
Discretionary
$392.2M
Employees
10
Clients
251
Accounts
967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $392.2M | $392.2M | $0 | 10 | 4 |
| Oct 2024 | $319.9M | $319.9M | $0 | 10 | 4 |
| Sep 2024 | $319.9M | $319.9M | $0 | 10 | 4 |
| May 2024 | $319.9M | $319.9M | $0 | 10 | 4 |
| Mar 2024 | $319.9M | $319.9M | $0 | 10 | 4 |
| Sep 2023 | $190.1M | $190.1M | $0 | 10 | 76 |
| Aug 2023 | $190.1M | $190.1M | $0 | 10 | 76 |
| Apr 2023 | $190.1M | $190.1M | $0 | 10 | 76 |
| Mar 2023 | $190.1M | $190.1M | $0 | 10 | 76 |
| May 2022 | $190.9M | $190.9M | $0 | 5 | 76 |
| Mar 2022 | $190.9M | $190.9M | $0 | 5 | 76 |
| Nov 2021 | $132M | $132M | $0 | 4 | 0 |
| May 2021 | $132M | $132M | $0 | 4 | 0 |
| Mar 2021 | $132M | $132M | $0 | 4 | 0 |
| Nov 2020 | $129.5M | $129.5M | $0 | 5 | 85 |
| Sep 2020 | $129.5M | $129.5M | $0 | 5 | 85 |
| May 2020 | $129.5M | $129.5M | $0 | 5 | 85 |
| Apr 2020 | $129.5M | $129.5M | $0 | 5 | 85 |
| Mar 2020 | $129.5M | $129.5M | $0 | 5 | 85 |
| Mar 2020 | $129.5M | $129.5M | $0 | 5 | 85 |
| Mar 2020 | $129.5M | $129.5M | $0 | 5 | 85 |
| Sep 2019 | $111.4M | $111.4M | $0 | 5 | 0 |
| Aug 2019 | $111.4M | $111.4M | $0 | 5 | 0 |
| Jul 2019 | $111.4M | $111.4M | $0 | 5 | 0 |
| Jun 2019 | $111.4M | $111.4M | $0 | 5 | 0 |
| May 2019 | $111.4M | $111.4M | $0 | 5 | 0 |
| Apr 2012 | $51.8M | $51.8M | $0 | 1 | 113 |
| Mar 2012 | $51.8M | $51.8M | $0 | 1 | 113 |
| Jan 2012 | $51.8M | $51.8M | $0 | 1 | 113 |
| Mar 2011 | $40.1M | $39.6M | $468K | 5 | -- |
| Mar 2011 | $40.1M | $39.6M | $468K | 5 | -- |
| Oct 2010 | $48.9M | $48.9M | $0 | 5 | -- |
| Oct 2009 | $57M | $57M | $0 | 5 | -- |
DateMar 2025
Total AUM$392.2M
Discretionary$392.2M
Non-Disc.$0
Employees10
Clients4
DateOct 2024
Total AUM$319.9M
Discretionary$319.9M
Non-Disc.$0
Employees10
Clients4
DateSep 2024
Total AUM$319.9M
Discretionary$319.9M
Non-Disc.$0
Employees10
Clients4
DateMay 2024
Total AUM$319.9M
Discretionary$319.9M
Non-Disc.$0
Employees10
Clients4
DateMar 2024
Total AUM$319.9M
Discretionary$319.9M
Non-Disc.$0
Employees10
Clients4
DateSep 2023
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees10
Clients76
DateAug 2023
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees10
Clients76
DateApr 2023
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees10
Clients76
DateMar 2023
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees10
Clients76
DateMay 2022
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees5
Clients76
DateMar 2022
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees5
Clients76
DateNov 2021
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients85
DateSep 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients85
DateMay 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients85
DateApr 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients85
DateMar 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients85
DateMar 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients85
DateMar 2020
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients85
DateSep 2019
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2012
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees1
Clients113
DateMar 2012
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees1
Clients113
DateJan 2012
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees1
Clients113
DateMar 2011
Total AUM$40.1M
Discretionary$39.6M
Non-Disc.$468K
Employees5
Clients--
DateMar 2011
Total AUM$40.1M
Discretionary$39.6M
Non-Disc.$468K
Employees5
Clients--
DateOct 2010
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees5
Clients--