CAMBRIDGE WEALTH MANAGEMENT, LLC
Tel: 518-677-3781 5 Washington St. Suite 2 Cambridge, New York 12816
About CAMBRIDGE WEALTH MANAGEMENT, LLC
CAMBRIDGE WEALTH MANAGEMENT, LLC is a Cambridge, New York based financial advisory firm with nearly $27,855,272 in assets under management and provides investment advisory services for 103 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
172938
Firm SEC#:
801-121059
Assets Under Management:
$27,855,272
No. of Clients:
103
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Education seminars/workshops
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