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Building 2CAMBRIDGE WEALTH MANAGEMENT

Map pinWESTLAKE VILLAGE, CA
Phone805-413-1144
NotebookSEC #801-69273
Total AUM
$19.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3717 EAST THOUSAND OAKS BLVD.,
SUITE 262
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
805-413-1144

ReceiptFinancials

Total AUM
$19.5M
Accounts
193
Discretionary
$8.1M
Accounts
96
Non-Discretionary
$11.3M
Accounts
97

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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