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Building 2CAMBRIDGE ADVISORS, LLC

Map pinWILLIAMSVILLE, NY
Phone716-932-7270
NotebookSEC #801-114340
Total AUM
$46.5M
Employees
1
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6225 SHERIDAN DRIVE SUITE 102
WILLIAMSVILLE
NY 14221-5806
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
716-932-7270

ReceiptFinancials

Total AUM
$46.5M
Accounts
264
Discretionary
$37.6M
Accounts
249
Non-Discretionary
$8.9M
Accounts
15

ContactClients

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Individual Clients
32
AUM
$8.1M
HNW Individual Clients
23
AUM
$32.5M
Pension/Profit Sharing Plan Clients
5
AUM
$3.3M
Other Clients
1
AUM
$2.7M
Description of Other Clients
WELFARE BENEFIT PLAN

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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