Eaton-Cambridge is an investment advisor in Phoenix with $190.07 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
860924604
SEC advisor number
801-116885
FINRA CRD number
116798
AUM ?
$190.07 mm
(as of 17 Apr 23)
Accounts
815
(as of 17 Apr 23)
Employees
10
(4 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM TO 4:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Korljan, Robert, Ralph | Partner | 10/1999 | 25-50% |
Giannone, Marc, T | Partner and Chief Compliance Officer | 01/2015 | 50-75% |
Stapleton, Shawna | Tax Partner | 01/2023 | 10-25% |
Latest filings (excl ownership)
No filings