CAMBRIDGE WEALTH MANAGEMENT, LLC - Financial Advisor in New York, Cambridge

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in New York, Cambridge

FirmCRD#:175019

SEC#:801-81110

No. of Advisors:2

No. of Clients:197

AUM:$67,983,888

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WEATHERHELM CAPITAL MANAGEMENT LLC

175019

801-81110

197

$67,983,888

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