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Cambridge Advisors, LLC
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Williamsville, New York
$39.0 million AUM
1 office

Cambridge Advisors, LLC is based in Williamsville, New York and has $39.0 million in assets under management.

Location
6225 Sheridan Drive Suite 102
Williamsville, NY 14221
Contact
$39.0 million
AUM
1
Employees
AUM Share
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$39,006,154
Assets under management
188 clients
Number of clients
Average investment size is $207,480
3% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 38 $9,658,826 25% $254,180
High net worth individuals 15 $19,321,097 50% $1,288,073
Pension and profit sharing plans 4 $8,682,328 22% $2,170,582
Employees Share
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1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
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$39,006,154
Assets under management
$39,006,154
AUM per employee
$39,006,154
AUM per investment analyst
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Compensation

Cambridge Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Cambridge Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
Firm data Share
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CRD number 158,928
SEC number 801-114340
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 23, 2020

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