CAMBRIDGE CAPITAL GROUP, LLC
Firm details
- Headquarters
- ,
- CRD number
- 175413
Firm profile
FINTRXOverview
Cambridge Capital Group, LLC operates as a limited liability company primarily engaged in the insurance brokerage sector. While it does not classify itself as a capital allocator or a multi-state adviser, it has established a presence in the financial services industry through its affiliation with an insurance company. The firm does not actively pursue environmental, social, and governance (ESG) investments, which may influence its investment strategy and client offerings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1GAIL MILON
Vice PresidentCRD 1766745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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