Cambridge Advisors, LLC
Cambridge Advisors, LLC (CRD# 158928) is a financial advisory firm headquartered in Williamsville, NY. They manage $42,550,999 in 276 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management43MILLION
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Total Number of Accounts276ACCOUNTS
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Average Account Value$154,170
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Cambridge Advisors, LLC
1
Scott McCarthy (CRD# 5084155) is an Investment Advisor Representative working at Cambridge Advisors, LLC in Williamsville, NY and has over 15 years of experience in the finance industry.
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