CRD: 148889
Cambridge Retirement Partners
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Bridge ridge
- Established Date
- 11-19-2008
- Office Locations
- 1
Office Locations
About Cambridge Retirement Partners
Cambridge Retirement Partners provides fiduciary services, investment advisory, and plan consulting focused on improving and educating around workplace retirement plans. The firm offers plan reviews and ongoing resources (newsletters, calculators, research reports) to support sponsors and participants taking a proactive approach. Portfolios are implemented primarily with public funds and ETFs, with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
RAYMOND NEAL CORNELIUS
Chief Compliance Officer
- CRD
- #2604874
- Ownership
- 50% but less than 75%
ROBERT ALLEN NOBLE
Managing Member, Managing Partner
- CRD
- #2311823
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,334,827 | $333,387 |
| Non-Discretionary | $227,695,150 | $9,899,789 |
| Total | $237,029,977 | $4,647,647 |
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Separately Managed Accounts
Total SMA Asset: $237,029,977
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $892,829,238 | 15.3% |
| Equity - Exchange | $2,083,268,223 | 35.7% |
| Cash | $665,245,315 | 11.4% |
| Corporate - Investment Grade | $2,194,142,442 | 37.6% |
| Total | $5,835,485,218 | 100.0% |