The CAMBRIDGE INVESTMENT RESEARCH ADVISORS GROUP is a privately held investment adviser that advises $139.74Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAMBRIDGE INVESTMENT RESEARCH ADVISORS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 103.99% over the last 5-years.
The Group has been registered with the SEC for 21.5 years and is comprised of 2 filing and 0 relying advisers. They operate out of 31 office locations with their Headquarters at 1776 PLEASANT PLAIN RD., FAIRFIELD, IOWA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3,536 employees comprised of 3,505 investment and 31 non-investment staff. The total number of Employees increased by 12.47% over the last 5-years.
Their $139.74Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 5,366 other accounts. Assets of High Net Worth Individuals clients own $70.29Bn or 50.3% of Total Assets and Individuals own $65.24Bn or 46.69% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.