Cambridge Equity Advisors Inc (Brentwood)

Name: Cambridge Equity Advisors Inc
Address: 5214 Maryland Way, Ste 309, Brentwood, TN, 37027
Telephone: 615-371-9002

Cambridge Equity Advisors Inc is a large advisory firm based in Brentwood. It manages $25 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 12 other states.

Cambridge Equity Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cambridge Equity Advisors: assets under management

The assets under management (AUM) of Cambridge Equity Advisors Inc is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.92 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cambridge Equity Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cambridge Equity Advisors Inc

Michael Eugene Goldston has been acting as President since 1 Aug 1989. Margaret Mary Nuzum joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Eugene Goldston	Chief executive officer	1 Jun 1989	75% - 100%	xxx-xx-xxxx
Michael Eugene Goldston	President	1 Aug 1989	75% - 100%	867394
Margaret Mary Nuzum	Senior vice president	1 Aug 1989	Other	1956190
Margaret Mary Barnhart	Chief compliance officer/senior vice president	1 Aug 1989	Other	1956190
Pamela Ann Redden	Vice president/operations	1 Jan 1990	Other	2153449
Margaret Mary Nuzum	Chief compliance officer	1 Jan 2003	Other	xxx-xx-xxxx
Margaret Mary Barnhart	Senior vice president	1 Jan 2003	Other	xxx-xx-xxxx

Based in Brentwood

The principal office where Cambridge Equity Advisors Inc performs its advisory services is located at 5214 Maryland Way, Ste 309, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-371-9002 or by fax 615-371-9001. The normal business hours are 8am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.cambridgeinvestments.com.