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Cambridge Retirement Partners
Cambridge Retirement Partners was established in 2008 as a US-based wealth manager and registered investment advisor. The firm provides financial planning,...
Overview
Cambridge Retirement Partners was established in 2008 as a US-based wealth manager and registered investment advisor. The firm provides financial planning, portfolio management, and investment management services. No recent operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no disclosed family-office lineage or succession details.
General information
Firm type
Wealth Manager
Year founded
2008
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, United States
Frequently asked questions
Who runs investment decisions at Cambridge Retirement Partners?
No named principals or CIO are disclosed in available records.
Does Cambridge Retirement Partners participate in fund commitments or only direct deals?
Available information does not specify allocation between funds and direct investments.
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