CAMBRIDGE ADVISORS, LLC

6225 Sheridan Drive Suite 102
Williamsville, New York 14221-5806
Tel: 716-932-7270

About CAMBRIDGE ADVISORS, LLC

CAMBRIDGE ADVISORS, LLC, formally registered with the SEC as CAMBRIDGE ADVISORS, LLC. The firm was established in 12/21/2018. They have over 1 offices throughout the country.

CAMBRIDGE ADVISORS, LLC is a Williamsville, New York based Financial Planning firm with nearly $42,550,999 assets under management, offering retirement planning & investment advisory services to 276 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158928
SEC#	801-114340
Assets Managed by Firm	$42,550,999
No. of Clients	276
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	276	$42,550,999
Individuals (other than high net worth individuals)	34	$8,440,723
High net worth individuals	20	$30,440,500
Pension and profit sharing plans	3	$1,810,431

More Retirement Planning firms in Williamsville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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