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Building 2CAMBRIDGE ADVISORS INC

Map pinOMAHA, NE
Phone402-697-1166
NotebookSEC #801-36028
Total AUM
$693.5M
Employees
6
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17330 WRIGHT STREET, SUITE 205
OMAHA
NE 68130
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
402-697-1166

ReceiptFinancials

Total AUM
$693.5M
Accounts
826
Discretionary
$669.7M
Accounts
732
Non-Discretionary
$23.8M
Accounts
94

ContactClients

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Individual Clients
174
AUM
$67.5M
HNW Individual Clients
99
AUM
$287.7M
Pension/Profit Sharing Plan Clients
6
AUM
$33.3M
Charitable Organization Clients
8
AUM
$304.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COIAMNMONEOHTX

HandshakeAffiliates

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

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