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Building 2CAMBRIA WEALTH MANAGEMENT

Map pinSARASOTA, FL
Phone(941) 444-1120
NotebookSEC #801-132855
Total AUM
$115.7M
Employees
2
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 S. PINEAPPLE AVE.
SUITE 204
SARASOTA
FL 34236
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(941) 444-1120

ReceiptFinancials

Total AUM
$115.7M
Accounts
315
Discretionary
$115.7M
Accounts
315
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$20.6M
HNW Individual Clients
43
AUM
$94.7M
Charitable Organization Clients
1
AUM
$450K

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
FLGANH

HandshakeAffiliates

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

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