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Cambridge Financial Group, Inc.

4100 Horizons Drive
Columbus, Ohio 43220
United States
 
Contact :      Mr. Buck Newsome
Phone :       (513) 794-0002
Fax :             (513) 794-9967
Email :         bcaster@cpgnet.com
Web :           http://www.cfginc.net

Cambridge Financial Group, Inc. Information

Type of organization : General Partnership
Total Assets Managed ($Mil) : $189
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $0
Year Founded : 1986
Wrap Programs Offered? : Yes
# of Accounts Managed : 309
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Cambridge Financial Group, Inc. History

null

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
2484
$740
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 3 Analysts : 1
Portfolio Managers : 1 Traders : 1
Client Service : 2 Operation : 8

Cambridge Financial Group, Inc. Personnel

Mr.  Buck Newsome

Marketing Director
Tel : 513-794-0002
Email: bnewsome@cpgnet.com

Ms.  Brenda Caster

Marketing Associate
Tel : (513) 794-0002
Email: bcaster@cpgnet.com

Cambridge Financial Group, Inc. Product Name

Core Equity:Privately Managed Accounts
Balanced:Privately Managed Accounts
Aggressive:Privately Managed Accounts
Report Created: September,21 2020.  Copyright Money Manager Review , All rights Reserved.
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