Eaton-Cambridge Inc.
● SEC registered since 2019CRD 116798SEC# 801-116885Phoenix, AZ
Reg. AUM
$480.7M
Employees
11
Accounts
1,075
Location
Phoenix, AZ
Eaton-Cambridge Inc. assets under management
Eaton-Cambridge Inc. operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2019. It reports $480.7 million in regulatory assets under management and employs 11 people.
Eaton-Cambridge Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marc T Giannone Control | Partner And Chief Compliance Officer | 50-75% | 2015 |
| Nathan Bergstrom | Partner | Under 5% | 2026 |
| Robert Ralph Korljan Control | Partner | 10-25% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Eaton-Cambridge Inc. manage?
Eaton-Cambridge Inc. reports $480.7 million in regulatory assets under management on its Form ADV.
How many employees does Eaton-Cambridge Inc. have?
Eaton-Cambridge Inc. reports 11 employees.
Where is Eaton-Cambridge Inc. located?
Eaton-Cambridge Inc. is based in Phoenix, AZ and has been SEC-registered since 2019.
Does Eaton-Cambridge Inc. disclose fund performance?
Eaton-Cambridge Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5090 N. 40th Street Suite 205, Phoenix, AZ 85018 |
| Phone | (480) 385-7399 |
| Fax | (480) 522-3837 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$480.7M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$480.7Mregulatory AUM
Discretionary $480.7M