Cambridge Wealth Management, LLC

Cambridge Wealth Management, LLC (CRD# 172938) is a financial advisory firm headquartered in Cambridge, NY. They manage $27,855,272 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

5 Washington St., Suite 2, Cambridge, NY 12816

https://www.facebook.com/cambridgewealthmanagement

By the Numbers

Total Assets Under Management

28

MILLION
Total Number of Accounts

103

ACCOUNTS
Average Account Value

$270,440

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
Portfolio management for businesses (other than small businesses) or institutional clients
Selection of other advisers (including private fund managers)
Educational seminars/workshops

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 Wealth Management, LLC

Showing 1 - 1 of 1 top financial advisors.

Mitsuo E. Lockrow

CRD#: 2640883

5 Washington St., Suite 2, Cambridge, NY 12816

Mitsuo Lockrow (CRD# 2640883) is an Investment Advisor Representative working at Cambridge Wealth Management, LLC in Cambridge, NY and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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