|
⚲
|
| Cambridge Financial Group LLC
✚
| |
|---|---|
| CRD # | 117428 |
| SEC # | 801-110472 |
| CIK # | 0001334199, 0001919279, 0001074272, 0001577329 |
| AUM | $468.7 MM (2024-08-08) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 520-531-0550 |
| Address | 6700 N Oracle Rd Tucson, AZ 85704 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AVGO | 201.3 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| COR | 0.0 | ||
| MSFT | 1,918.2 | 0.0 | |
| TJX | 67.3 | 0.0 | |
| BAC | 278.3 | 0.0 | |
| TXN | 142.2 | 0.0 | |
| QCOM | 147.4 | 0.0 | |
| R | 3.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 71.2 |
| (b) Individuals (high net worth individuals) | 128 | 397.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,318 | 468.7 |
| By Discretionary | ||
| Discretionary | 1,318 | 468.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,318 | 468.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 468.7 | |
| Total | 1,318 | 468.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001074272] | |
| SC 13G | [0001074272] | |
| 13F-HR | [0001334199] | |
| D | [0001577329] | |
| D | [0001919279] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Cambridge Trust Co | Cambridge Trust Co | [2023-04-03] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hyposwiss Advisors Sa
✚
|
0.5 | |
|
44 Wealth Management LLC
✚
|
OR | 0.5 |
|
Ogorek Wealth Management LLC
✚
|
NY | 0.5 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
|
The Marshall Financial Group LLC
✚
|
MD | 0.5 |
|
Financial Strategies Group Inc
✚
|
MI | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |
|
US Asset Management LLC
✚
|
PA | 0.5 |
|
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |
|
ABLE Financial Group LLC
✚
|
AZ | 0.5 |