Summary
Cambridge Financial Partners
Founded in 2008
Description
Cambridge Financial Partners is a financial planning company that offers personalized strategies tailored to meet the needs of individuals and families. They understand that as people age, their financial goals and priorities change, and they provide g...
Strengths
- Cambridge Financial Partners has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Cambridge Financial Partners was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Cambridge Financial Partners's annual revenue
$5538000
Based on Kona Equity data
-
Revenue per employee
$251727
-
Variance of revenue growth
0.28
-
Annual revenue growth since founding
$346125
-
Revenue growth rate from first known quarter to current
33.7%
Employee Count
22 employees
-
Employee growth rate from first known quarter to current
20.0%
Executives
Conrad Coke
Vice President
c**@cambridgefp.comMichael Higginbotham
Director At Large
m**@cambridgefp.comLuke Tung
Vice President
l**@cambridgefp.comSky Tetsuka
Vice President and Registered Representative
s**@cambridgefp.comClaudia Ros
CLTC
c**@cambridgefp.comMarc Friedman
Director, Agency of Advanced Sales
m**@cambridgefp.comGary Salazar
Financial Services Professional
g**@cambridgefp.comSuzanne Grey-Harrison
Manager, Operations
s**@cambridgefp.comDavid Marshall
Financial Planner
d**@cambridgefp.comShana Fife
Financial Services Representative
s**@cambridgefp.comAnthony Lee
Financial Advisor
a**@cambridgefp.comRebecca Lu
CLTC, Registered Representative
r**@cambridgefp.comRobert Hinkel
General Agent
r**@cambridgefp.comAna Morales
Office Administrator
a**@cambridgefp.comAndrew Hudson
Financial Advisor
a**@cambridgefp.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Cambridge Financial Partners
- Category: Investment management
- Industry: Financial Planner
- SIC: 6411; 641
- NAICS: 524; 5242
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Firmographic data G Score of 5 Founded in 2008 SIC: 6411 SIC: 641 NAICS: 524 NAICS: 5242 #Insurance
Frequently Asked Questions
Cambridge Financial Partners's headquarters are located at 3300 Irvine Ave STE 250 Newport Beach, CA 92660.
Cambridge Financial Partners's official website is cambridgefp.com
Cambridge Financial Partners's annual revenue is $5.5 M.
Cambridge Financial Partners's SIC: 6411; 641
Cambridge Financial Partners's NAICS: 524; 5242.
Cambridge Financial Partners has 22 employees
Cambridge Financial Partners is in the industry of Investment management.
