Cambridge Wealth Management
Cambridge Wealth Management (CRD# 149440) is a financial advisory firm headquartered in Tumwater, WA. They manage $22,100,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cambridge Wealth Management
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts165ACCOUNTS
-
Average Account Value$133,939
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Cambridge Wealth Management
No Advisor Found.
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