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Cambridge Financial Group, LLC

● SEC registered since 2017CRD 117428SEC# 801-110472Tucson, AZ
Export (members)
Reg. AUM
$538.9M
Employees
11
Accounts
1,372
Location
Tucson, AZ

Cambridge Financial Group, LLC assets under management

Cambridge Financial Group, LLC is an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2017. It reports $538.9 million in regulatory assets under management and employs 11 people.
www.cambridgefinancialgroup.comView on SEC.gov ↗

Cambridge Financial Group, LLC owners & executives

5 reported
NameTitleOwnershipSince
Alicia Gabrielle Klein ControlManaging Member25-50%2018
Bonnie Carole Courtney ControlMember, Chief Compliance Officer10-25%2021
Brandon Ray HodgesonMemberUnder 5%2024
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Frequently asked questions

How much does Cambridge Financial Group, LLC manage?

Cambridge Financial Group, LLC reports $538.9 million in regulatory assets under management on its Form ADV.

How many employees does Cambridge Financial Group, LLC have?

Cambridge Financial Group, LLC reports 11 employees.

Where is Cambridge Financial Group, LLC located?

Cambridge Financial Group, LLC is based in Tucson, AZ and has been SEC-registered since 2017.

Does Cambridge Financial Group, LLC disclose fund performance?

Cambridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6700 N. Oracle Rd., Suite 324, Tucson, AZ 85704
Phone520-531-0550
Office hours8:30 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$538.9M
Non-discretionary$0
Total (RAUM)$538.9M