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Frequently Asked Questions

How much money does Cambridge Investment Research have?

Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $70 billion assets under management, nearly 700 home office associates, and over 2,900 independent registered representatives serving hundreds of thousands of clients across the United States.

Who are the clearing houses for Cambridge Investment Research?

The company uses Pershing LLC and National Financial Services LLC as clearing houses for general securities transactions and holding and administering funds in client accounts. Both of these companies are governed by the SEC.

What makes Cambridge Associates a good investment firm?

Our well-established investment platform and manager network are built to drive better outcomes. Our investment professionals bring knowledge and acumen built over decades of experience across client types and asset classes. Your investment team works diligently to understand your unique needs and customizes a portfolio and experience to match.

Is the FDIC insured by Cambridge Investment Research?

Cash that has been funneled into one of Cambridge’s sweep accounts offered by either Pershing or National Financial Services is insured by the Federal Deposit Insurance Corporation (FDIC) up to $250,000 per account.

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