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Building 2CAMBIENT FAMILY OFFICE, LLC

Map pinADA, MI
Phone(616) 330-2270
NotebookSEC #801-132283
Total AUM
$857.9M
Employees
6
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4690 E. FULTON STREET
SUITE 203
ADA
MI 49301
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(616) 330-2270

ReceiptFinancials

Total AUM
$857.9M
Accounts
260
Discretionary
$781.2M
Accounts
258
Non-Discretionary
$76.8M
Accounts
2

ContactClients

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HNW Individual Clients
172
AUM
$517.3M
Charitable Organization Clients
6
AUM
$66M
Corporation or Business Clients
20
AUM
$274.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MITX

HandshakeAffiliates

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

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