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Building 2CAMBRIDGE WEALTH MANAGEMENT, LLC

Map pinCAMBRIDGE, NY
Phone518-677-3781
NotebookSEC #801-121059
Total AUM
$31.8M
Employees
1
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 WASHINGTON ST.
SUITE 2
CAMBRIDGE
NY 12816
United States
Operating Hours
8:30 A.M. TO 5:30 P.M.
Monday - Friday
Phone
518-677-3781

ReceiptFinancials

Total AUM
$31.8M
Accounts
88
Discretionary
$25.6M
Accounts
81
Non-Discretionary
$6.2M
Accounts
7

ContactClients

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Individual Clients
11
AUM
$1.9M
HNW Individual Clients
15
AUM
$29.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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