Eaton-Cambridge Inc.

RIASEC RegisteredEst. 2019

Total AUM

$481M

Discretionary

$481M

100% of AUM

Avg account

$447K

Accounts

1,075

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 116798
Registered since: July 5, 2019
Website: www.eatoncambridge.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI81.63%
Individuals10.61%
Pension & Profit Sharing Plans3.82%
Corporations / Businesses2.41%
Charitable Organizations1.53%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eaton-Cambridge Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2019. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of periodicals or newsletters, and educational seminars/workshops. Eaton-Cambridge also lists accounting among its business activities and reports a mixed fee structure that includes a percentage of AUM, hourly charges, fixed fees and other arrangements. The firm does not identify itself as an active ESG investor.