CAMBRIDGE RETIREMENT PARTNERS
CAMBRIDGE WEALTH ADVISORS, LLC Legal Name
Adviser information for CAMBRIDGE RETIREMENT PARTNERS last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $4.4M |
| Non-Discretionary | 27 | $166.7M |
| Total | 30 | $171.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 11 | $2.6M |
| HNW Individuals | 3 | $3.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 18 | $164.6M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesADVISORY CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
1504 CAMBRIDGE AVE.COLLEGE PARK
GA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 404-594-4015, Fax: 877-292-5905
Chief Compliance Officer
RAYMOND N. CORNELIUS
MANAGING MEMBER
1504 CAMBRIDGE AVE
COLLEGE PARK
GA
United States
Tel:
404-594-4015
Fax:
877-292-5905
R******@**************M
(Full email address available in API data)
Regulatory Contact
ROBERT A. NOBLE
MANAGING MEMBER
1504 CAMBRIDGE AVE
ATLANTA
GA
United States
Tel:
404-594-4015
Fax:
877-292-5905
R*****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NOBLE, ROBERT, ALLEN | Individual | – | MANAGING MEMBER | 01/2009 | 50-75% |
| CORNELIUS, RAYMOND, NEAL | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2008 | 50-75% |