$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-21-2016
- Office Locations
- 1
Office Locations
-- Pelham NH
About Cambridge Financial Services
Cambridge Financial Services (Pelham, NH) provides tailored wealth management for individuals and small businesses, using a goal- and risk-based planning process across investments, retirement, education, estate planning, insurance, debt management and budgeting. Portfolios commonly incorporate ETFs and mutual funds within an asset-allocation framework. Primary custodian includes Charles Schwab.
Team overview
52 AVG AGE
$5.0M AVG AUM / ADVISOR
$96.2K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
ROBERT JOHN CRYTS
Financial Advisor
- CRD
- #2194707
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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