Bank / Wealth / TrustRIA · CRD 148889SEC-Registered

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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,...

Cambridge Retirement Partners logo

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, 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.

Where does the underlying wealth come from?

No wealth-origin details are publicly disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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