Be advised. This firm is no longer registered.

Cambridge Wealth Counsel

Cambridge Wealth Counsel (CRD# 127349) is a financial advisory firm headquartered in Atlanta, GA. They manage $238,479,605 in 993 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    993
    ACCOUNTS
  • Average Account Value
    $240,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, TX, UT

Financial Advisors at Cambridge Wealth Counsel
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.