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Omaha, NE 68130
402-697-1166
serious about your future
About Cambridge Advisors
Cambridge Advisors Inc. is a fee-only investment management firm that was established to help our clients meet their financial goals through sound investment principles. Our client centered approach means that each client will have a unique portfolio designed specifically for their needs and preferences. Out of respect for our clients we are committed to full disclosure, clear reporting, easy access to our portfolio managers, strict confidentiality, and professional education.
See Disclosures
General Information
Firm Start Year
1990
No. of Employees
5-9
CRD#
1953229
Firm CRD#
104851
Name of Custodial Firm
Schwab Institutional and Vanguard
Years of Experience in Financial Services
31
Number of Years with Current Firm
25
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Financial Planning for Individuals, Investment Advice & Management
Services
Investment Types
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Email, Our Office, Phone
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®
Firm Information
Advisor's Number of Clients
88
Advisor's Number of Managed Clients
88
Advisor's Number of Planning Clients
88
Total Assets Under Management by Advisor
$179,000,000
Compensation and Fees
Compensation Methods
Based on Assets
Fee % Based on Assets
1.0
Education
BS -
University of Nebraska at Omaha
-
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886619/retirementplanning-Cambridge-Advisors-detailed-disclosure.html