CAMBRIDGE CAPE COD ADVISORS, LLC

128 Route 6a
Sandwich, Massachusetts 02563
Tel: 508-888-9300

About CAMBRIDGE CAPE COD ADVISORS, LLC

CAMBRIDGE CAPE COD ADVISORS, LLC, formally registered with the SEC as CAMBRIDGE CAPE COD ADVISORS, LLC. The firm was established in 07/09/2018. They have over 1 offices throughout the country.

CAMBRIDGE CAPE COD ADVISORS, LLC is a Sandwich, Massachusetts based Financial Planning firm with nearly $162,210,240 assets under management, offering retirement planning & investment advisory services to 429 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133301
SEC#	801-113572
Assets Managed by Firm	$162,210,240
No. of Clients	429
No. of Advisors	2

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	429	$162,210,240
Individuals (other than high net worth individuals)	57	$121,345,678
High net worth individuals	70	$40,864,562

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