Cambridge Wealth Management
Cambridge Wealth Management (CRD# 127761) is a financial advisory firm headquartered in Westlake Village, CA. They manage $47,172,522 in 134 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management47MILLION
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Total Number of Accounts134ACCOUNTS
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Average Account Value$352,034
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Cambridge Wealth Management
No Advisor Found.
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