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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 |
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