Cambridge Connection Inc (Bloomfield Hills)

Name: Cambridge Connection Inc
Address: 40950 Woodward Ave, Bloomfield Hills, MI, 48304
Telephone: 248-737-7090

Cambridge Connection Inc is a large advisory firm based in Bloomfield Hills. It manages $320.45 million of regulatory assets for 1,847 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Louisiana, and 3 other states.

Cambridge Connection provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cambridge Connection: assets under management

The assets under management (AUM) of Cambridge Connection Inc is $320.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $320.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $173.5 thousand each.

Cambridge Connection has custody of $1.3 million in cash and securities for 132 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cambridge Connection Inc for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cambridge Connection Inc

Bert Whitehead has been acting as President since 1 Jan 1978. Melissa Rose Scenga joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bert Whitehead	President	1 Jan 1978	75% - 100%	2545832
Bert Whitehead	President	1 Jan 1984	Other	2545832
Cambridge Client Trust	Owner	1 Jan 1994	75% - 100%	38-2529604
Cambridge Associates Trust	Owner	1 Jan 1994	Other	38-2529604
David Werner Lentz	Ceo	1 Jan 1997	Other	4394418
Christine Isham	Vice president	1 Feb 1999	Other	4394420
Rosanna Norwood	Vice president	1 Jul 2000	Other	4394421
David Werner Lentz	Vice-president	1 Jun 2001	Other	4394418
Kelly Lisa Adams	Vice president	1 Jul 2002	Other	2803401
Jason Michael Moore	Compliance officer	1 Dec 2003	Other	4838091
Carol C Johnson	Chief compliance officer	1 Dec 2005	Other	4838092
Pamela S. Landy	Vice president	1 Oct 2015	Other	5837816
Melissa Rose Scenga	Vice president	1 May 2017	Other	6459433

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Neil J. Powell	Trustee	1 Sep 1994	75% - 100%	4841566
Joshua H. Pokempner	Trustee	1 Sep 1994	25% - 50%	4841573
Gail A. Whitty	Trustee	1 Sep 1994	25% - 50%	4841577

Based in Bloomfield Hills

The principal office where Cambridge Connection Inc performs its advisory services is located at 40950 Woodward Ave, Bloomfield Hills, MI 48304, which is also the mailing address of the firm. An additional office of the firm is in Tucson, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-737-7090 or by fax 248-737-8010. The normal business hours are 9 a.m.- 5 p.m. on Monday - Friday. You can find more information about the New York firm at cambridgeconnection.com.